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 6-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 | $25,580 | $159,602-84.0% | $150,045-83.0% | $142,382-82.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 19.98% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,346 | $4,961-52.7% | $4,693-50.0% | $4,299-45.4% |
| Participant deferral / active EE | $2,371 | $8,310-71.5% | $7,997-70.4% | $6,507-63.6% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |