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 8-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 | $6,211 | $54,705-88.6% | $71,209-91.3% | $84,808-92.7% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.8%+23.3pp | 68.3%+28.7pp |
| Annual return | 18.45% | 35.90%-17.4pp | 282.51%-264.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,502 | $2,158+16.0% | $2,721-8.0% | $2,631-4.9% |
| Participant deferral / active EE | $394 | $3,030-87.0% | $4,175-90.6% | $4,212-90.6% |
| Admin fee / account holder | $296 | $4,863-93.9% | $5,349-94.5% | $7,344-96.0% |