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 7-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 | $47,478 | $148,534-68.0% | $135,903-65.1% | $139,434-65.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.93% | 79.19%-55.3pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,592 | $5,243-69.6% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $1,990 | $8,100-75.4% | $7,758-74.3% | $6,710-70.3% |
| Admin fee / account holder | $45 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |