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 8-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 | $28,958 | $149,734-80.7% | $118,925-75.7% | $158,922-81.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.02% | 19.95%-7.9pp | 35.88%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $855 | $4,115-79.2% | $3,263-73.8% | $4,761-82.0% |
| Participant deferral / active EE | $609 | $5,223-88.3% | $4,265-85.7% | $5,982-89.8% |
| Admin fee / account holder | $77 | $8,603-99.1% | $6,581-98.8% | $11,246-99.3% |