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 | $6,958 | $85,022-91.8% | $70,515-90.1% | $139,434-95.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.24% | 30.38%-15.1pp | 32.77%-17.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $618 | $3,909-84.2% | $2,973-79.2% | $4,751-87.0% |
| Participant deferral / active EE | $618 | $5,890-89.5% | $4,567-86.5% | $6,710-90.8% |
| Admin fee / account holder | $135 | $8,906-98.5% | $6,412-97.9% | $11,403-98.8% |