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 | $27,532 | $77,503-64.5% | $100,391-72.6% | $80,856-65.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 24.55% | 37.20%-12.6pp | 49.20%-24.7pp | 35.59%-11.0pp |
| Employer contribution / active EE | $1,074 | $2,801-61.7% | $3,942-72.8% | $2,755-61.0% |
| Participant deferral / active EE | $1,940 | $6,820-71.6% | $8,082-76.0% | $4,296-54.9% |
| Admin fee / account holder | $155 | $5,897-97.4% | $7,899-98.0% | $6,918-97.8% |