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 | $40,621 | $165,335-75.4% | $149,696-72.9% | $158,922-74.4% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 17.03% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,532 | $5,103-70.0% | $4,644-67.0% | $4,761-67.8% |
| Participant deferral / active EE | $2,073 | $7,181-71.1% | $6,842-69.7% | $5,982-65.3% |
| Admin fee / account holder | $207 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |