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 | $7,887 | $97,125-91.9% | $86,233-90.9% | $137,256-94.3% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 21.20% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $834 | $2,841-70.6% | $2,504-66.7% | $4,156-79.9% |
| Participant deferral / active EE | $834 | $5,180-83.9% | $4,559-81.7% | $6,407-87.0% |
| Admin fee / account holder | $249 | $9,725-97.4% | $8,342-97.0% | $12,270-98.0% |