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 10-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 | $12,007 | $45,035-73.3% | $62,995-80.9% | $70,131-82.9% |
| Participation rate | 73.7% | 69.5%+4.2pp | 74.8%-1.1pp | 69.5%+4.1pp |
| Annual return | 17.67% | 18.76%-1.1pp | 87.57%-69.9pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $532 | $2,465-78.4% | $3,329-84.0% | $3,332-84.0% |
| Admin fee / account holder | $40 | $2,834-98.6% | $3,600-98.9% | $4,645-99.1% |