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 | $20,585 | $202,432-89.8% | $169,368-87.8% | $139,434-85.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.25% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $848 | $4,692-81.9% | $4,013-78.9% | $4,751-82.2% |
| Participant deferral / active EE | $848 | $6,938-87.8% | $6,221-86.4% | $6,710-87.4% |
| Admin fee / account holder | $59 | $10,708-99.4% | $9,003-99.3% | $11,403-99.5% |