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 4-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 | $11,637 | $100,773-88.5% | $88,946-86.9% | $142,382-91.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 17.70% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $309 | $2,918-89.4% | $2,555-87.9% | $4,299-92.8% |
| Participant deferral / active EE | $352 | $5,230-93.3% | $4,581-92.3% | $6,507-94.6% |
| Admin fee / account holder | $53 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |