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 7-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 | $7,114 | $72,071-90.1% | $68,368-89.6% | $137,256-94.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 13.62% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $532 | $2,788-80.9% | $2,649-79.9% | $4,156-87.2% |
| Participant deferral / active EE | $520 | $4,410-88.2% | $4,123-87.4% | $6,407-91.9% |
| Admin fee / account holder | $77 | $5,336-98.6% | $5,150-98.5% | $12,270-99.4% |