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 7-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 | $18,364 | $106,515-82.8% | $96,683-81.0% | $139,434-86.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.12% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,920 | $4,103-28.8% | $3,737-21.9% | $4,751-38.5% |
| Participant deferral / active EE | $1,000 | $5,454-81.7% | $4,878-79.5% | $6,710-85.1% |
| Admin fee / account holder | $270 | $7,877-96.6% | $6,730-96.0% | $11,403-97.6% |