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 | $16,134 | $100,773-84.0% | $88,946-81.9% | $142,382-88.7% |
| Participation rate | 73.3% | 74.3%-1.0pp | 68.8%+4.5pp | 80.1%-6.8pp |
| Annual return | 12.53% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $365 | $2,918-87.5% | $2,555-85.7% | $4,299-91.5% |
| Participant deferral / active EE | $607 | $5,230-88.4% | $4,581-86.8% | $6,507-90.7% |
| Admin fee / account holder | $284 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |