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 7-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 | $22,095 | $112,729-80.4% | $98,716-77.6% | $137,256-83.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.84% | 38.48%-22.6pp | 31.81%-16.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $641 | $2,725-76.5% | $2,279-71.9% | $4,156-84.6% |
| Participant deferral / active EE | $641 | $4,640-86.2% | $4,048-84.2% | $6,407-90.0% |
| Admin fee / account holder | $148 | $10,129-98.5% | $8,703-98.3% | $12,270-98.8% |