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 9-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 | $62,216 | $77,813-20.0% | $123,544-49.6% | $64,186-3.1% |
| Participation rate | 79.7% | 74.7%+5.0pp | 82.3%-2.6pp | 69.6%+10.2pp |
| Annual return | 4.35% | 12.48%-8.1pp | 119.20%-114.8pp | 7.63%-3.3pp |
| Employer contribution / active EE | $1,200 | $3,014-60.2% | $4,628-74.1% | $2,381-49.6% |
| Participant deferral / active EE | $1,870 | $5,240-64.3% | $6,426-70.9% | $3,470-46.1% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |