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 | $19,861 | $93,071-78.7% | $74,583-73.4% | $273,961-92.8% |
| Participation rate | 92.3% | 74.9%+17.4pp | 68.1%+24.2pp | 83.0%+9.3pp |
| Annual return | 4.03% | 26.18%-22.1pp | 20.47%-16.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $642 | $3,160-79.7% | $2,525-74.6% | $4,869-86.8% |
| Participant deferral / active EE | $397 | $4,160-90.5% | $3,458-88.5% | $5,287-92.5% |
| Admin fee / account holder | $25 | $5,272-99.5% | $4,138-99.4% | $10,132-99.8% |