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 | $19,031 | $124,281-84.7% | $109,143-82.6% | $167,490-88.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 13.48% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,756 | $4,207-10.7% | $3,722+0.9% | $4,837-22.4% |
| Participant deferral / active EE | $995 | $5,255-81.1% | $4,653-78.6% | $6,341-84.3% |
| Admin fee / account holder | $57 | $7,970-99.3% | $6,752-99.2% | $12,309-99.5% |