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 | $38,223 | $159,901-76.1% | $146,958-74.0% | $145,922-73.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 19.09% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,709 | $5,286-67.7% | $4,933-65.4% | $4,660-63.3% |
| Participant deferral / active EE | $2,308 | $8,428-72.6% | $8,070-71.4% | $6,688-65.5% |
| Admin fee / account holder | $195 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |