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 | $153,350 | $148,978+2.9% | $200,582-23.5% | $84,808+80.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.27% | 28.16%-5.9pp | 42.33%-20.1pp | 40.90%-18.6pp |
| Employer contribution / active EE | $16,887 | $4,815+250.7% | $6,419+163.1% | $2,631+541.9% |
| Participant deferral / active EE | $1,801 | $7,142-74.8% | $9,331-80.7% | $4,212-57.2% |
| Admin fee / account holder | $203 | $13,977-98.5% | $16,305-98.8% | $7,344-97.2% |