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 7-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 | $21,026 | $58,512-64.1% | $84,015-75.0% | $72,985-71.2% |
| Participation rate | 70.4% | 61.2%+9.1pp | 69.0%+1.4pp | 69.5%+0.9pp |
| Annual return | 19.82% | 28.93%-9.1pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $515 | $1,163-55.7% | $1,983-74.0% | $2,440-78.9% |
| Participant deferral / active EE | $534 | $2,394-77.7% | $3,239-83.5% | $3,607-85.2% |
| Admin fee / account holder | $229 | $4,569-95.0% | $6,101-96.2% | $5,124-95.5% |