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 | $5,967 | $109,982-94.6% | $97,226-93.9% | $145,922-95.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.92% | 242.90%-235.0pp | 75.13%-67.2pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,864 | $3,084-7.1% | $2,729+5.0% | $4,660-38.5% |
| Participant deferral / active EE | $384 | $4,676-91.8% | $4,264-91.0% | $6,688-94.3% |
| Admin fee / account holder | $75 | $6,221-98.8% | $5,654-98.7% | $13,397-99.4% |