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 3-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 | $40,490 | $178,174-77.3% | $156,181-74.1% | $137,256-70.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.90% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,455 | $4,972-70.7% | $4,294-66.1% | $4,156-65.0% |
| Participant deferral / active EE | $1,855 | $6,888-73.1% | $6,132-69.8% | $6,407-71.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |