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 | $26,360 | $65,365-59.7% | $92,893-71.6% | $72,985-63.9% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | 55.26% | 42.10%+13.2pp | 109.41%-54.2pp | 81.00%-25.7pp |
| Employer contribution / active EE | $692 | $2,594-73.3% | $3,653-81.1% | $2,440-71.6% |
| Participant deferral / active EE | $1,227 | $3,128-60.8% | $4,236-71.0% | $3,607-66.0% |
| Admin fee / account holder | $140 | $4,251-96.7% | $5,794-97.6% | $5,124-97.3% |