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 8-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 | $17,215 | $102,966-83.3% | $90,281-80.9% | $152,861-88.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 17.34% | 95.16%-77.8pp | 78.10%-60.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $347 | $3,139-89.0% | $2,854-87.9% | $4,762-92.7% |
| Participant deferral / active EE | $614 | $4,281-85.6% | $3,885-84.2% | $5,850-89.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |