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 10-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 | $13,698 | $75,828-81.9% | $147,614-90.7% | $59,632-77.0% |
| Participation rate | 94.1% | 71.6%+22.6pp | 84.6%+9.5pp | 68.7%+25.4pp |
| Annual return | 1.98% | 0.37%+1.6pp | 61.98%-60.0pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $596 | $3,485-82.9% | $5,564-89.3% | $2,203-72.9% |
| Participant deferral / active EE | $593 | $3,130-81.1% | $4,895-87.9% | $3,192-81.4% |
| Admin fee / account holder | $142 | $5,985-97.6% | $11,611-98.8% | $4,297-96.7% |