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 5-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 | $11,533 | $106,584-89.2% | $101,326-88.6% | $142,382-91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.10% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $837 | $3,956-78.8% | $3,665-77.2% | $4,299-80.5% |
| Participant deferral / active EE | $954 | $8,297-88.5% | $7,994-88.1% | $6,507-85.3% |
| Admin fee / account holder | $96 | $11,446-99.2% | $11,185-99.1% | $12,624-99.2% |