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 7-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 | $19,551 | $100,970-80.6% | $96,576-79.8% | $137,256-85.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.67% | 38.16%-21.5pp | 38.47%-21.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $120 | $3,809-96.8% | $3,553-96.6% | $4,156-97.1% |
| Participant deferral / active EE | $150 | $8,286-98.2% | $7,956-98.1% | $6,407-97.7% |
| Admin fee / account holder | $54 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |