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 | $17,005 | $133,958-87.3% | $112,228-84.8% | $134,475-87.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 7.32% | 47.11%-39.8pp | 27.45%-20.1pp | 417.96%-410.6pp |
| Employer contribution / active EE | $1,718 | $4,038-57.5% | $3,635-52.7% | $4,740-63.8% |
| Participant deferral / active EE | $557 | $5,291-89.5% | $4,728-88.2% | $6,400-91.3% |
| Admin fee / account holder | $29 | $7,489-99.6% | $6,410-99.6% | $11,426-99.7% |