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 | $106,584-82.3% | $101,326-81.3% | $142,382-86.7% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 19.51% | 36.93%-17.4pp | 36.82%-17.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,190 | $3,956-69.9% | $3,665-67.5% | $4,299-72.3% |
| Participant deferral / active EE | $1,363 | $8,297-83.6% | $7,994-82.9% | $6,507-79.0% |
| Admin fee / account holder | $61 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |