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 | $57,805 | $140,940-59.0% | $112,229-48.5% | $139,434-58.5% |
| Participation rate | 70.0% | 79.2%-9.2pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 21.58% | 32.71%-11.1pp | 30.20%-8.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,130 | $4,283-73.6% | $3,430-67.0% | $4,751-76.2% |
| Participant deferral / active EE | $1,250 | $5,874-78.7% | $4,798-73.9% | $6,710-81.4% |
| Admin fee / account holder | $83 | $9,954-99.2% | $7,748-98.9% | $11,403-99.3% |