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 | $6,564 | $97,125-93.2% | $86,233-92.4% | $137,256-95.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 16.01% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $431 | $2,841-84.8% | $2,504-82.8% | $4,156-89.6% |
| Participant deferral / active EE | $807 | $5,180-84.4% | $4,559-82.3% | $6,407-87.4% |
| Admin fee / account holder | $170 | $9,725-98.3% | $8,342-98.0% | $12,270-98.6% |