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 | $15,100 | $127,264-88.1% | $109,895-86.3% | $167,490-91.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 24.20% | 22.97%+1.2pp | 29.45%-5.3pp | 478.56%-454.4pp |
| Employer contribution / active EE | $6,738 | $3,322+102.8% | $2,842+137.1% | $4,837+39.3% |
| Participant deferral / active EE | $0 | $4,514-100.0% | $4,048-100.0% | $6,341-100.0% |
| Admin fee / account holder | $80 | $7,114-98.9% | $6,066-98.7% | $12,309-99.3% |