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 | $58,408 | $201,259-71.0% | $184,200-68.3% | $145,959-60.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.06% | 28.98%-13.9pp | 28.80%-13.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $11,203 | $7,018+59.6% | $6,424+74.4% | $4,661+140.4% |
| Participant deferral / active EE | $1,638 | $9,806-83.3% | $9,132-82.1% | $6,689-75.5% |
| Admin fee / account holder | $95 | $16,372-99.4% | $13,907-99.3% | $13,398-99.3% |