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 3-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 | $14,452 | $106,584-86.4% | $101,326-85.7% | $142,382-89.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.89% | 36.93%-13.0pp | 36.82%-12.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,240 | $3,956-43.4% | $3,665-38.9% | $4,299-47.9% |
| Participant deferral / active EE | $1,344 | $8,297-83.8% | $7,994-83.2% | $6,507-79.3% |
| Admin fee / account holder | $29 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |