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 | $13,075 | $106,584-87.7% | $101,326-87.1% | $142,382-90.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.88% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $762 | $3,956-80.7% | $3,665-79.2% | $4,299-82.3% |
| Participant deferral / active EE | $1,540 | $8,297-81.4% | $7,994-80.7% | $6,507-76.3% |
| Admin fee / account holder | $84 | $11,446-99.3% | $11,185-99.3% | $12,624-99.3% |