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 7-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 | $47,501 | $127,065-62.6% | $113,168-58.0% | $142,382-66.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.47% | 24.03%-4.6pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,394 | $3,442-30.4% | $2,975-19.5% | $4,299-44.3% |
| Participant deferral / active EE | $1,552 | $5,716-72.8% | $5,107-69.6% | $6,507-76.1% |
| Admin fee / account holder | $269 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |