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 | $29,832 | $232,540-87.2% | $185,117-83.9% | $147,584-79.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.57% | 43.03%-27.5pp | 40.50%-24.9pp | 578.55%-563.0pp |
| Employer contribution / active EE | $478 | $5,195-90.8% | $4,182-88.6% | $4,876-90.2% |
| Participant deferral / active EE | $478 | $5,834-91.8% | $5,045-90.5% | $5,439-91.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |