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 | $2,644 | $74,888-96.5% | $71,209-96.3% | $142,382-98.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 19.25% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $583 | $2,854-79.6% | $2,721-78.6% | $4,299-86.5% |
| Participant deferral / active EE | $154 | $4,454-96.5% | $4,175-96.3% | $6,507-97.6% |
| Admin fee / account holder | $62 | $5,568-98.9% | $5,349-98.8% | $12,624-99.5% |