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 | $100,970-62.6% | $96,576-60.9% | $137,256-72.5% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 54.65% | 38.16%+16.5pp | 38.47%+16.2pp | 220.34%-165.7pp |
| Employer contribution / active EE | $300 | $3,809-92.1% | $3,553-91.6% | $4,156-92.8% |
| Participant deferral / active EE | $501 | $8,286-93.9% | $7,956-93.7% | $6,407-92.2% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |