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 | $30,399 | $110,257-72.4% | $96,544-68.5% | $139,434-78.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 10.83% | 26.32%-15.5pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $6,041 | $3,620+66.9% | $2,965+103.7% | $4,751+27.2% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $177 | $11,591-98.5% | $8,252-97.9% | $11,403-98.4% |