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 | $31,312 | $105,126-70.2% | $94,646-66.9% | $139,434-77.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 26.50% | 38.03%-11.5pp | 156.71%-130.2pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,353 | $4,106-67.0% | $3,672-63.2% | $4,751-71.5% |
| Participant deferral / active EE | $1,232 | $7,599-83.8% | $7,418-83.4% | $6,710-81.6% |
| Admin fee / account holder | $20 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |