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 3-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 | $17,633 | $159,934-89.0% | $147,005-88.0% | $145,959-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.05% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,285 | $5,287-56.8% | $4,934-53.7% | $4,661-51.0% |
| Participant deferral / active EE | $1,496 | $8,427-82.3% | $8,070-81.5% | $6,689-77.6% |
| Admin fee / account holder | $74 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |