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 9-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 | $34,674 | $127,065-72.7% | $113,168-69.4% | $142,382-75.6% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 19.30% | 24.03%-4.7pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,551 | $3,442-54.9% | $2,975-47.9% | $4,299-63.9% |
| Participant deferral / active EE | $1,640 | $5,716-71.3% | $5,107-67.9% | $6,507-74.8% |
| Admin fee / account holder | $5 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |