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 6-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 | $16,791 | $115,770-85.5% | $101,248-83.4% | $158,922-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 72.68% | 56.14%+16.5pp | 46.47%+26.2pp | 302.83%-230.1pp |
| Employer contribution / active EE | $2,141 | $4,175-48.7% | $3,660-41.5% | $4,761-55.0% |
| Participant deferral / active EE | $173 | $4,957-96.5% | $4,370-96.0% | $5,982-97.1% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |