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 5-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 | $14,276 | $111,724-87.2% | $93,606-84.7% | $145,922-90.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 10.52% | 202.98%-192.5pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $818 | $3,090-73.5% | $2,420-66.2% | $4,660-82.4% |
| Participant deferral / active EE | $1,115 | $4,912-77.3% | $4,411-74.7% | $6,688-83.3% |
| Admin fee / account holder | $97 | $10,250-99.1% | $8,285-98.8% | $13,397-99.3% |