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 | $86,625 | $197,591-56.2% | $177,821-51.3% | $158,922-45.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.73% | 58.76%-40.0pp | 48.32%-29.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,867 | $6,697-72.1% | $5,918-68.5% | $4,761-60.8% |
| Participant deferral / active EE | $2,334 | $8,405-72.2% | $7,714-69.7% | $5,982-61.0% |
| Admin fee / account holder | $14 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |