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 | $26,379 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 19.03% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $851 | $4,804-82.3% | $4,554-81.3% | $4,156-79.5% |
| Participant deferral / active EE | $1,719 | $8,216-79.1% | $7,897-78.2% | $6,407-73.2% |
| Admin fee / account holder | $113 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |