See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,632 | $111,754-27.8% | $103,333-22.0% | $145,922-44.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.92% | 24.77%-11.8pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,814 | $4,212+38.0% | $3,868+50.3% | $4,660+24.8% |
| Participant deferral / active EE | $1,052 | $5,619-81.3% | $5,057-79.2% | $6,688-84.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |