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 4-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 | $14,641 | $111,754-86.9% | $103,333-85.8% | $145,922-90.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,261 | $4,212-22.6% | $3,868-15.7% | $4,660-30.0% |
| Participant deferral / active EE | $13 | $5,619-99.8% | $5,057-99.8% | $6,688-99.8% |
| Admin fee / account holder | $117 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |