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 8-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 | $16,782 | $99,341-83.1% | $84,750-80.2% | $273,961-93.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.66% | 22.93%-20.3pp | 22.78%-20.1pp | 41.45%-38.8pp |
| Employer contribution / active EE | $931 | $4,214-77.9% | $3,574-74.0% | $4,869-80.9% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $79 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |