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 | $17,376 | $100,773-82.8% | $88,946-80.5% | $142,382-87.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.07% | 70.18%-50.1pp | 57.82%-37.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $404 | $2,918-86.1% | $2,555-84.2% | $4,299-90.6% |
| Participant deferral / active EE | $660 | $5,230-87.4% | $4,581-85.6% | $6,507-89.9% |
| Admin fee / account holder | $7 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |