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 | $18,174 | $107,934-83.2% | $91,989-80.2% | $152,861-88.1% |
| Participation rate | 95.7% | 81.2%+14.5pp | 78.6%+17.0pp | 82.4%+13.2pp |
| Annual return | 23.70% | 89.24%-65.5pp | 69.02%-45.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,684 | $4,210-60.0% | $3,452-51.2% | $4,762-64.6% |
| Participant deferral / active EE | $1,809 | $6,364-71.6% | $5,923-69.5% | $5,850-69.1% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |