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 | $91,032 | $209,336-56.5% | $197,124-53.8% | $137,256-33.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.66% | 48.09%-27.4pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,604 | $6,591-15.0% | $6,227-10.0% | $4,156+34.8% |
| Participant deferral / active EE | $2,604 | $9,614-72.9% | $9,135-71.5% | $6,407-59.4% |
| Admin fee / account holder | $193 | $17,308-98.9% | $16,298-98.8% | $12,270-98.4% |