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 | $36,556 | $228,332-84.0% | $185,823-80.3% | $158,922-77.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.75% | 40.80%-36.1pp | 35.95%-31.2pp | 302.83%-298.1pp |
| Employer contribution / active EE | $17,023 | $4,967+242.7% | $4,087+316.5% | $4,761+257.5% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $86 | $11,864-99.3% | $9,500-99.1% | $11,246-99.2% |