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 | $64,889 | $159,602-59.3% | $150,045-56.8% | $142,382-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.70% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $10,836 | $4,961+118.4% | $4,693+130.9% | $4,299+152.0% |
| Participant deferral / active EE | $1,687 | $8,310-79.7% | $7,997-78.9% | $6,507-74.1% |
| Admin fee / account holder | $261 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |