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 4-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 | $24,809 | $159,901-84.5% | $146,958-83.1% | $145,922-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.74% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,951 | $5,286-63.1% | $4,933-60.4% | $4,660-58.1% |
| Participant deferral / active EE | $2,439 | $8,428-71.1% | $8,070-69.8% | $6,688-63.5% |
| Admin fee / account holder | $52 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |