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 4-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 | $37,472 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 17.67% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,207 | $4,961-75.7% | $4,693-74.3% | $4,299-71.9% |
| Participant deferral / active EE | $1,450 | $8,310-82.6% | $7,997-81.9% | $6,507-77.7% |
| Admin fee / account holder | $83 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |