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 | $74,888-90.5% | $71,209-90.0% | $142,382-95.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 13.62% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $532 | $2,854-81.4% | $2,721-80.5% | $4,299-87.6% |
| Participant deferral / active EE | $520 | $4,454-88.3% | $4,175-87.5% | $6,507-92.0% |
| Admin fee / account holder | $77 | $5,568-98.6% | $5,349-98.6% | $12,624-99.4% |