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 | $21,133 | $115,882-81.8% | $100,516-79.0% | $158,922-86.7% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 16.12% | 34.79%-18.7pp | 30.89%-14.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,807 | $4,103-56.0% | $3,418-47.1% | $4,761-62.1% |
| Participant deferral / active EE | $1,959 | $6,674-70.7% | $6,270-68.8% | $5,982-67.3% |
| Admin fee / account holder | $188 | $10,995-98.3% | $8,081-97.7% | $11,246-98.3% |