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 4-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 | $37,790 | $106,584-64.5% | $101,326-62.7% | $142,382-73.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 54.65% | 36.93%+17.7pp | 36.82%+17.8pp | 217.08%-162.4pp |
| Employer contribution / active EE | $300 | $3,956-92.4% | $3,665-91.8% | $4,299-93.0% |
| Participant deferral / active EE | $501 | $8,297-94.0% | $7,994-93.7% | $6,507-92.3% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |