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 7-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 | $18,410 | $159,901-88.5% | $146,958-87.5% | $145,922-87.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.58% | 98.13%-87.5pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,127 | $5,286-78.7% | $4,933-77.2% | $4,660-75.8% |
| Participant deferral / active EE | $1,806 | $8,428-78.6% | $8,070-77.6% | $6,688-73.0% |
| Admin fee / account holder | $98 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |