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 | $76,394 | $111,754-31.6% | $103,333-26.1% | $145,922-47.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.44% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,031 | $4,212-75.5% | $3,868-73.3% | $4,660-77.9% |
| Participant deferral / active EE | $1,031 | $5,619-81.7% | $5,057-79.6% | $6,688-84.6% |
| Admin fee / account holder | $37 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |