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 | $26,259 | $117,381-77.6% | $99,443-73.6% | $152,861-82.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 22.63% | 31.87%-9.2pp | 30.72%-8.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $339 | $3,013-88.8% | $2,540-86.7% | $4,762-92.9% |
| Participant deferral / active EE | $339 | $4,086-91.7% | $3,619-90.6% | $5,850-94.2% |
| Admin fee / account holder | $152 | $7,631-98.0% | $6,250-97.6% | $11,596-98.7% |