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 | $24,633 | $48,795-49.5% | $65,493-62.4% | $84,808-71.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.22% | 20.20%-4.0pp | 982.45%-966.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $801 | $1,930-58.5% | $2,574-68.9% | $2,631-69.6% |
| Participant deferral / active EE | $335 | $2,928-88.6% | $3,961-91.5% | $4,212-92.0% |
| Admin fee / account holder | $282 | $3,877-92.7% | $5,028-94.4% | $7,344-96.2% |