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 | $45,699 | $100,754-54.6% | $86,677-47.3% | $134,475-66.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 32.28% | 29.04%+3.2pp | 35.91%-3.6pp | 417.96%-385.7pp |
| Employer contribution / active EE | $899 | $3,489-74.2% | $2,836-68.3% | $4,740-81.0% |
| Participant deferral / active EE | $1,303 | $5,338-75.6% | $4,656-72.0% | $6,400-79.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |