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 | $72,071-96.9% | $68,368-96.8% | $137,256-98.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 27.51% | 353.14%-325.6pp | 292.57%-265.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $420 | $2,788-84.9% | $2,649-84.1% | $4,156-89.9% |
| Participant deferral / active EE | $485 | $4,410-89.0% | $4,123-88.2% | $6,407-92.4% |
| Admin fee / account holder | $33 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |