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 | $35,173 | $109,413-67.9% | $156,263-77.5% | $84,808-58.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.36% | 20.18%+1.2pp | 59.47%-38.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,422 | $2,907-16.7% | $4,333-44.1% | $2,631-7.9% |
| Participant deferral / active EE | $1,889 | $4,590-58.8% | $6,158-69.3% | $4,212-55.1% |
| Admin fee / account holder | $14 | $9,357-99.9% | $14,255-99.9% | $7,344-99.8% |