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 4-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 | $36,316 | $159,602-77.2% | $150,045-75.8% | $142,382-74.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.59% | 70.24%-50.6pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,164 | $4,961-76.5% | $4,693-75.2% | $4,299-72.9% |
| Participant deferral / active EE | $1,360 | $8,310-83.6% | $7,997-83.0% | $6,507-79.1% |
| Admin fee / account holder | $22 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |