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 5-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 | $46,227 | $69,207-33.2% | $64,056-27.8% | $139,434-66.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.56% | 45.88%-16.3pp | 33.69%-4.1pp | 372.94%-343.4pp |
| Employer contribution / active EE | $2,803 | $3,182-11.9% | $2,747+2.1% | $4,751-41.0% |
| Participant deferral / active EE | $635 | $4,682-86.4% | $3,880-83.6% | $6,710-90.5% |
| Admin fee / account holder | $69 | $4,244-98.4% | $3,068-97.7% | $11,403-99.4% |