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 3-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 | $4,809 | $101,618-95.3% | $93,063-94.8% | $137,256-96.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 19.50% | 223.95%-204.4pp | 34.15%-14.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $539 | $2,707-80.1% | $2,476-78.2% | $4,156-87.0% |
| Participant deferral / active EE | $611 | $4,279-85.7% | $3,958-84.6% | $6,407-90.5% |
| Admin fee / account holder | $18 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |