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 6-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 | $37,795 | $185,822-79.7% | $169,993-77.8% | $139,434-72.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 32.53% | 60.50%-28.0pp | 53.37%-20.8pp | 372.94%-340.4pp |
| Employer contribution / active EE | $6,118 | $7,590-19.4% | $6,785-9.8% | $4,751+28.8% |
| Participant deferral / active EE | $3,013 | $11,622-74.1% | $10,408-71.1% | $6,710-55.1% |
| Admin fee / account holder | $170 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |