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 | $27,742 | $106,515-74.0% | $96,683-71.3% | $139,434-80.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.04% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,008 | $4,103-75.4% | $3,737-73.0% | $4,751-78.8% |
| Participant deferral / active EE | $1,176 | $5,454-78.4% | $4,878-75.9% | $6,710-82.5% |
| Admin fee / account holder | $247 | $7,877-96.9% | $6,730-96.3% | $11,403-97.8% |