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 | $17,133 | $177,572-90.4% | $154,803-88.9% | $142,382-88.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.06% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,078 | $4,810-77.6% | $4,305-75.0% | $4,299-74.9% |
| Participant deferral / active EE | $1,183 | $6,272-81.1% | $5,540-78.7% | $6,507-81.8% |
| Admin fee / account holder | $210 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |