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 | $2,214 | $74,888-97.0% | $71,209-96.9% | $142,382-98.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 27.51% | 345.14%-317.6pp | 282.51%-255.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $420 | $2,854-85.3% | $2,721-84.6% | $4,299-90.2% |
| Participant deferral / active EE | $485 | $4,454-89.1% | $4,175-88.4% | $6,507-92.6% |
| Admin fee / account holder | $33 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |