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 10-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 | $17,198 | $70,669-75.7% | $169,368-89.8% | $75,163-77.1% |
| Participation rate | 73.6% | 64.8%+8.8pp | 77.1%-3.5pp | 67.2%+6.4pp |
| Annual return | 16.31% | 36.36%-20.1pp | 405.60%-389.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $799 | $2,211-63.9% | $4,013-80.1% | $2,670-70.1% |
| Participant deferral / active EE | $965 | $4,311-77.6% | $6,221-84.5% | $4,125-76.6% |
| Admin fee / account holder | $133 | $5,402-97.5% | $9,003-98.5% | $5,651-97.6% |