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 | $79,802 | $100,970-21.0% | $96,576-17.4% | $137,256-41.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.67% | 38.16%-17.5pp | 38.47%-17.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,232 | $3,809+11.1% | $3,553+19.1% | $4,156+1.8% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $86 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |