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 | $100,970-88.7% | $96,576-88.2% | $137,256-91.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 19.29% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,645 | $3,809-56.8% | $3,553-53.7% | $4,156-60.4% |
| Participant deferral / active EE | $1,769 | $8,286-78.7% | $7,956-77.8% | $6,407-72.4% |
| Admin fee / account holder | $207 | $11,312-98.2% | $11,381-98.2% | $12,270-98.3% |