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 | $214,378-57.5% | $200,582-54.6% | $142,382-36.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.66% | 46.41%-25.7pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $5,604 | $6,841-18.1% | $6,419-12.7% | $4,299+30.3% |
| Participant deferral / active EE | $2,604 | $9,865-73.6% | $9,331-72.1% | $6,507-60.0% |
| Admin fee / account holder | $193 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |