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 | $10,946 | $158,398-93.1% | $126,539-91.3% | $142,382-92.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.61% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $100 | $4,650-97.8% | $3,674-97.3% | $4,299-97.7% |
| Participant deferral / active EE | $100 | $4,767-97.9% | $4,083-97.6% | $6,507-98.5% |
| Admin fee / account holder | $71 | $6,918-99.0% | $6,065-98.8% | $12,624-99.4% |