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 5-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 | $14,141 | $55,706-74.6% | $75,886-81.4% | $72,985-80.6% |
| Participation rate | 97.6% | 61.1%+36.5pp | 69.3%+28.3pp | 69.5%+28.1pp |
| Annual return | 226.12% | 27.59%+198.5pp | 30.76%+195.4pp | 81.00%+145.1pp |
| Employer contribution / active EE | $1,137 | $1,687-32.6% | $2,500-54.5% | $2,440-53.4% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $141 | $3,978-96.4% | $5,418-97.4% | $5,124-97.2% |