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 9-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 | $28,311 | $142,405-80.1% | $115,157-75.4% | $152,861-81.5% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 21.68% | 41.48%-19.8pp | 35.60%-13.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,092 | $4,010-47.8% | $3,179-34.2% | $4,762-56.1% |
| Participant deferral / active EE | $1,107 | $5,164-78.6% | $4,168-73.5% | $5,850-81.1% |
| Admin fee / account holder | $15 | $8,462-99.8% | $7,088-99.8% | $11,596-99.9% |