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 8-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 | $27,705 | $59,839-53.7% | $81,983-66.2% | $79,858-65.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 16.48% | 17.56%-1.1pp | 41.31%-24.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,390 | $1,713+97.9% | $2,498+35.7% | $2,471+37.2% |
| Participant deferral / active EE | $437 | $2,695-83.8% | $3,722-88.3% | $3,740-88.3% |
| Admin fee / account holder | $28 | $4,287-99.3% | $5,664-99.5% | $5,306-99.5% |