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 | $32,526 | $90,503-64.1% | $78,689-58.7% | $273,961-88.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.43% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $747 | $3,176-76.5% | $2,851-73.8% | $4,869-84.7% |
| Participant deferral / active EE | $76 | $3,901-98.1% | $3,517-97.9% | $5,287-98.6% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |