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 8-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 | $36,516 | $159,602-77.1% | $150,045-75.7% | $142,382-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.43% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,422 | $4,961-71.3% | $4,693-69.7% | $4,299-66.9% |
| Participant deferral / active EE | $2,075 | $8,310-75.0% | $7,997-74.0% | $6,507-68.1% |
| Admin fee / account holder | $199 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |