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 | $100,970-85.7% | $96,576-85.0% | $137,256-89.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.89% | 38.16%-14.3pp | 38.47%-14.6pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,240 | $3,809-41.2% | $3,553-37.0% | $4,156-46.1% |
| Participant deferral / active EE | $1,344 | $8,286-83.8% | $7,956-83.1% | $6,407-79.0% |
| Admin fee / account holder | $29 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |