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 | $16,888 | $106,584-84.2% | $101,326-83.3% | $142,382-88.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.36% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,557 | $3,956-60.6% | $3,665-57.5% | $4,299-63.8% |
| Participant deferral / active EE | $2,061 | $8,297-75.2% | $7,994-74.2% | $6,507-68.3% |
| Admin fee / account holder | $50 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |