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 10-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 | $21,170 | $84,233-74.9% | $170,442-87.6% | $70,131-69.8% |
| Participation rate | 73.1% | 70.8%+2.2pp | 83.6%-10.5pp | 69.5%+3.5pp |
| Annual return | 13.05% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $564 | $3,387-83.3% | $5,433-89.6% | $2,342-75.9% |
| Participant deferral / active EE | $706 | $3,086-77.1% | $4,939-85.7% | $3,332-78.8% |
| Admin fee / account holder | $187 | $5,698-96.7% | $13,880-98.7% | $4,645-96.0% |