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 3-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 | $27,529 | $159,602-82.8% | $150,045-81.7% | $142,382-80.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.53% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,905 | $4,961-61.6% | $4,693-59.4% | $4,299-55.7% |
| Participant deferral / active EE | $2,373 | $8,310-71.4% | $7,997-70.3% | $6,507-63.5% |
| Admin fee / account holder | $179 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |