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 | $50,004 | $96,484-48.2% | $75,886-34.1% | $152,861-67.3% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.3%+4.4pp | 82.4%-8.8pp |
| Annual return | 17.43% | 33.98%-16.6pp | 30.76%-13.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $7,470 | $3,309+125.7% | $2,500+198.8% | $4,762+56.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $257 | $8,078-96.8% | $5,418-95.3% | $11,596-97.8% |