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 | $29,030 | $176,812-83.6% | $146,665-80.2% | $167,490-82.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.50% | 24.03%-11.5pp | 22.74%-10.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,099 | $5,160-39.9% | $4,136-25.1% | $4,837-35.9% |
| Participant deferral / active EE | $1,500 | $6,440-76.7% | $5,506-72.8% | $6,341-76.3% |
| Admin fee / account holder | $169 | $13,259-98.7% | $10,280-98.4% | $12,309-98.6% |