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 | $159,399 | $167,484-4.8% | $151,611+5.1% | $134,475+18.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.72% | 7.80%-9.5pp | 3.33%-5.1pp | 417.96%-419.7pp |
| Employer contribution / active EE | $1,670 | $6,829-75.5% | $6,166-72.9% | $4,740-64.8% |
| Participant deferral / active EE | $2,743 | $8,986-69.5% | $8,363-67.2% | $6,400-57.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |