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 8-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 | $92,637 | $79,944+15.9% | $98,439-5.9% | $75,163+23.2% |
| Participation rate | 95.0% | 70.4%+24.6pp | 75.2%+19.8pp | 67.2%+27.8pp |
| Annual return | 13.63% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,625 | $2,264+16.0% | $3,048-13.9% | $2,670-1.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $77 | $6,840-98.9% | $8,948-99.1% | $5,651-98.6% |