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 | $20,434 | $159,602-87.2% | $150,045-86.4% | $142,382-85.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 19.98% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,622 | $4,961-67.3% | $4,693-65.4% | $4,299-62.3% |
| Participant deferral / active EE | $2,294 | $8,310-72.4% | $7,997-71.3% | $6,507-64.7% |
| Admin fee / account holder | $36 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |