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 8-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 | $15,750 | $107,334-85.3% | $92,893-83.0% | $152,861-89.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.05% | 145.58%-125.5pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $883 | $4,221-79.1% | $3,653-75.8% | $4,762-81.5% |
| Participant deferral / active EE | $983 | $4,845-79.7% | $4,236-76.8% | $5,850-83.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |