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 | $1,502 | $67,823-97.8% | $52,425-97.1% | $137,256-98.9% |
| Participation rate | 77.3% | 63.9%+13.4pp | 55.6%+21.6pp | 80.0%-2.7pp |
| Annual return | 16.83% | 219.11%-202.3pp | 302.12%-285.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $105 | $1,163-91.0% | $914-88.6% | $4,156-97.5% |
| Participant deferral / active EE | $153 | $2,288-93.3% | $1,790-91.4% | $6,407-97.6% |
| Admin fee / account holder | $118 | $2,844-95.9% | $2,495-95.3% | $12,270-99.0% |