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 6-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 | $96,718 | $159,934-39.5% | $147,005-34.2% | $145,959-33.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.72% | 98.24%-74.5pp | 418.76%-395.0pp | 561.95%-538.2pp |
| Employer contribution / active EE | $1,302 | $5,287-75.4% | $4,934-73.6% | $4,661-72.1% |
| Participant deferral / active EE | $1,628 | $8,427-80.7% | $8,070-79.8% | $6,689-75.7% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |