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 10-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 | $105,731 | $197,591-46.5% | $177,821-40.5% | $158,922-33.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.76% | 58.76%-40.0pp | 48.32%-29.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,506 | $6,697-77.5% | $5,918-74.6% | $4,761-68.4% |
| Participant deferral / active EE | $1,502 | $8,405-82.1% | $7,714-80.5% | $5,982-74.9% |
| Admin fee / account holder | $219 | $15,399-98.6% | $12,427-98.2% | $11,246-98.1% |