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 9-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 | $24,633 | $47,479-48.1% | $62,929-60.9% | $82,448-70.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.22% | 20.34%-4.1pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $801 | $1,885-57.5% | $2,505-68.0% | $2,551-68.6% |
| Participant deferral / active EE | $335 | $2,870-88.3% | $3,888-91.4% | $4,139-91.9% |
| Admin fee / account holder | $282 | $3,804-92.6% | $5,065-94.4% | $7,234-96.1% |