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 | $97,125-83.4% | $86,233-81.3% | $137,256-88.2% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.0%+4.3pp | 80.0%-6.6pp |
| Annual return | 12.53% | 74.19%-61.7pp | 61.39%-48.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $365 | $2,841-87.1% | $2,504-85.4% | $4,156-91.2% |
| Participant deferral / active EE | $607 | $5,180-88.3% | $4,559-86.7% | $6,407-90.5% |
| Admin fee / account holder | $284 | $9,725-97.1% | $8,342-96.6% | $12,270-97.7% |