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 | $53,084 | $167,484-68.3% | $151,611-65.0% | $134,475-60.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.55% | 7.80%-8.4pp | 3.33%-3.9pp | 417.96%-418.5pp |
| Employer contribution / active EE | $1,570 | $6,829-77.0% | $6,166-74.5% | $4,740-66.9% |
| Participant deferral / active EE | $2,033 | $8,986-77.4% | $8,363-75.7% | $6,400-68.2% |
| Admin fee / account holder | $12 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |