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 3-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 | $46,318 | $177,572-73.9% | $154,803-70.1% | $142,382-67.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.40% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,467 | $4,810-69.5% | $4,305-65.9% | $4,299-65.9% |
| Participant deferral / active EE | $1,467 | $6,272-76.6% | $5,540-73.5% | $6,507-77.5% |
| Admin fee / account holder | $68 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |