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 | $28,725 | $209,336-86.3% | $197,124-85.4% | $137,256-79.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.00% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,753 | $6,591-73.4% | $6,227-71.9% | $4,156-57.8% |
| Participant deferral / active EE | $1,026 | $9,614-89.3% | $9,135-88.8% | $6,407-84.0% |
| Admin fee / account holder | $162 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |