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 | $23,301 | $111,814-79.2% | $103,374-77.5% | $145,959-84.0% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 13.21% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $900 | $4,214-78.6% | $3,869-76.7% | $4,661-80.7% |
| Participant deferral / active EE | $1,144 | $5,618-79.6% | $5,058-77.4% | $6,689-82.9% |
| Admin fee / account holder | $96 | $9,754-99.0% | $8,394-98.9% | $13,398-99.3% |