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 | $40,442 | $209,411-80.7% | $178,490-77.3% | $158,922-74.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.38% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,982 | $5,706-47.7% | $5,011-40.5% | $4,761-37.4% |
| Participant deferral / active EE | $1,492 | $5,954-74.9% | $5,202-71.3% | $5,982-75.1% |
| Admin fee / account holder | $86 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |