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 | $31,170 | $148,534-79.0% | $135,903-77.1% | $139,434-77.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.98% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,195 | $5,243-58.1% | $4,856-54.8% | $4,751-53.8% |
| Participant deferral / active EE | $2,464 | $8,100-69.6% | $7,758-68.2% | $6,710-63.3% |
| Admin fee / account holder | $109 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |