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 | $26,226 | $127,065-79.4% | $113,168-76.8% | $142,382-81.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.26% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,511 | $3,442-27.1% | $2,975-15.6% | $4,299-41.6% |
| Participant deferral / active EE | $1,354 | $5,716-76.3% | $5,107-73.5% | $6,507-79.2% |
| Admin fee / account holder | $132 | $15,736-99.2% | $12,068-98.9% | $12,624-99.0% |