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 | $25,596 | $209,336-87.8% | $197,124-87.0% | $137,256-81.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 22.11% | 48.09%-26.0pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,559 | $6,591-76.3% | $6,227-75.0% | $4,156-62.5% |
| Participant deferral / active EE | $2,092 | $9,614-78.2% | $9,135-77.1% | $6,407-67.3% |
| Admin fee / account holder | $52 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |