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 | $129,850 | $183,519-29.2% | $155,509-16.5% | $145,922-11.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.90% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,379 | $5,313-74.0% | $4,672-70.5% | $4,660-70.4% |
| Participant deferral / active EE | $113 | $6,462-98.3% | $5,626-98.0% | $6,688-98.3% |
| Admin fee / account holder | $226 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |