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 9-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 | $29,289 | $102,966-71.6% | $90,281-67.6% | $152,861-80.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.55% | 95.16%-76.6pp | 78.10%-59.5pp | 345.32%-326.8pp |
| Employer contribution / active EE | $605 | $3,139-80.7% | $2,854-78.8% | $4,762-87.3% |
| Participant deferral / active EE | $605 | $4,281-85.9% | $3,885-84.4% | $5,850-89.7% |
| Admin fee / account holder | $147 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |