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 10-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 | $15,621 | $177,572-91.2% | $154,803-89.9% | $142,382-89.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.52% | 65.07%-52.5pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $916 | $4,810-81.0% | $4,305-78.7% | $4,299-78.7% |
| Participant deferral / active EE | $1,483 | $6,272-76.4% | $5,540-73.2% | $6,507-77.2% |
| Admin fee / account holder | $11 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |