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 | $18,904 | $100,970-81.3% | $96,576-80.4% | $137,256-86.2% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 19.51% | 38.16%-18.6pp | 38.47%-19.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,190 | $3,809-68.8% | $3,553-66.5% | $4,156-71.4% |
| Participant deferral / active EE | $1,363 | $8,286-83.5% | $7,956-82.9% | $6,407-78.7% |
| Admin fee / account holder | $61 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |