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 3-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 | $11,374 | $106,584-89.3% | $101,326-88.8% | $142,382-92.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 19.29% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,645 | $3,956-58.4% | $3,665-55.1% | $4,299-61.7% |
| Participant deferral / active EE | $1,769 | $8,297-78.7% | $7,994-77.9% | $6,507-72.8% |
| Admin fee / account holder | $207 | $11,446-98.2% | $11,185-98.2% | $12,624-98.4% |