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 | $28,650 | $183,592-84.4% | $155,567-81.6% | $145,959-80.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,294 | $5,315-75.6% | $4,674-72.3% | $4,661-72.2% |
| Participant deferral / active EE | $1,611 | $6,464-75.1% | $5,628-71.4% | $6,689-75.9% |
| Admin fee / account holder | $181 | $19,318-99.1% | $15,916-98.9% | $13,398-98.6% |