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 | $58,347 | $127,065-54.1% | $113,168-48.4% | $142,382-59.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 16.16% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,210 | $3,442-64.8% | $2,975-59.3% | $4,299-71.8% |
| Participant deferral / active EE | $1,808 | $5,716-68.4% | $5,107-64.6% | $6,507-72.2% |
| Admin fee / account holder | $297 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |