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 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,207 | $4,804-74.9% | $4,554-73.5% | $4,156-71.0% |
| Participant deferral / active EE | $1,450 | $8,216-82.4% | $7,897-81.6% | $6,407-77.4% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |