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 | $56,134 | $180,028-68.8% | $138,135-59.4% | $158,922-64.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 10.35% | 21.68%-11.3pp | 20.51%-10.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,311 | $7,470-82.4% | $5,587-76.5% | $4,761-72.5% |
| Participant deferral / active EE | $2,101 | $7,717-72.8% | $6,431-67.3% | $5,982-64.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |