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 5-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 | $13,413 | $111,814-88.0% | $103,374-87.0% | $145,959-90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,308 | $4,214-69.0% | $3,869-66.2% | $4,661-71.9% |
| Participant deferral / active EE | $1,001 | $5,618-82.2% | $5,058-80.2% | $6,689-85.0% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |