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 | $7,780 | $94,338-91.8% | $100,534-92.3% | $142,382-94.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 21.91% | 29.20%-7.3pp | 32.66%-10.8pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,835 | $4,237-56.7% | $4,346-57.8% | $4,299-57.3% |
| Participant deferral / active EE | $633 | $5,934-89.3% | $6,144-89.7% | $6,507-90.3% |
| Admin fee / account holder | $47 | $8,421-99.4% | $7,654-99.4% | $12,624-99.6% |