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 | $122,070 | $132,239-7.7% | $105,722+15.5% | $273,961-55.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.65% | 10.07%-4.4pp | 12.25%-6.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,460 | $4,867-28.9% | $4,079-15.2% | $4,869-28.9% |
| Participant deferral / active EE | $1,835 | $6,233-70.6% | $5,326-65.5% | $5,287-65.3% |
| Admin fee / account holder | $15 | $12,032-99.9% | $8,308-99.8% | $10,132-99.9% |