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 9-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 | $10,837 | $180,749-94.0% | $160,784-93.3% | $137,256-92.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.56% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $570 | $4,155-86.3% | $3,733-84.7% | $4,156-86.3% |
| Participant deferral / active EE | $948 | $6,844-86.1% | $6,293-84.9% | $6,407-85.2% |
| Admin fee / account holder | $41 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |