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 4-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 | $18,404 | $172,111-89.3% | $150,298-87.8% | $137,256-86.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 21.77% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,140 | $4,636-75.4% | $4,154-72.6% | $4,156-72.6% |
| Participant deferral / active EE | $1,498 | $6,166-75.7% | $5,453-72.5% | $6,407-76.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |