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 | $22,542 | $65,365-65.5% | $92,893-75.7% | $72,985-69.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.42% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $4,734 | $2,594+82.5% | $3,653+29.6% | $2,440+94.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $298 | $4,251-93.0% | $5,794-94.9% | $5,124-94.2% |