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 8-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 | $20,273 | $100,852-79.9% | $90,404-77.6% | $158,922-87.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 11.23% | 1724.20%-1713.0pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $333 | $3,689-91.0% | $3,262-89.8% | $4,761-93.0% |
| Participant deferral / active EE | $568 | $4,348-86.9% | $3,963-85.7% | $5,982-90.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |