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 5-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 | $65,814 | $179,726-63.4% | $156,263-57.9% | $142,382-53.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.48% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,060 | $5,069+19.5% | $4,333+39.9% | $4,299+41.0% |
| Participant deferral / active EE | $712 | $6,956-89.8% | $6,158-88.4% | $6,507-89.1% |
| Admin fee / account holder | $11 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |