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 | $21,938 | $127,386-82.8% | $115,037-80.9% | $125,391-82.5% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -1.99% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,087 | $5,166-79.0% | $4,608-76.4% | $4,866-77.7% |
| Participant deferral / active EE | $1,125 | $6,423-82.5% | $6,026-81.3% | $5,352-79.0% |
| Admin fee / account holder | $9 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |