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 | $23,857 | $167,484-85.8% | $151,611-84.3% | $134,475-82.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.11% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,545 | $6,829-77.4% | $6,166-74.9% | $4,740-67.4% |
| Participant deferral / active EE | $1,545 | $8,986-82.8% | $8,363-81.5% | $6,400-75.9% |
| Admin fee / account holder | $106 | $13,783-99.2% | $11,616-99.1% | $11,426-99.1% |