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 4-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 | $99,365 | $106,584-6.8% | $101,326-1.9% | $142,382-30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.40% | 36.93%-20.5pp | 36.82%-20.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,500 | $3,956-62.1% | $3,665-59.1% | $4,299-65.1% |
| Participant deferral / active EE | $1,875 | $8,297-77.4% | $7,994-76.5% | $6,507-71.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |