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 | $117,983-81.3% | $101,794-78.3% | $142,382-84.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.84% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $641 | $2,773-76.9% | $2,289-72.0% | $4,299-85.1% |
| Participant deferral / active EE | $641 | $4,714-86.4% | $4,084-84.3% | $6,507-90.2% |
| Admin fee / account holder | $148 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |