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 | $6,211 | $51,638-88.0% | $68,368-90.9% | $82,448-92.5% |
| Participation rate | 97.1% | 63.6%+33.4pp | 73.8%+23.3pp | 68.1%+29.0pp |
| Annual return | 18.45% | 37.53%-19.1pp | 292.57%-274.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,502 | $2,047+22.3% | $2,649-5.5% | $2,551-1.9% |
| Participant deferral / active EE | $394 | $2,914-86.5% | $4,123-90.4% | $4,139-90.5% |
| Admin fee / account holder | $296 | $4,643-93.6% | $5,150-94.3% | $7,234-95.9% |