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 5-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 | $33,076 | $154,228-78.6% | $145,433-77.3% | $137,256-75.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.62% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,115 | $4,804-56.0% | $4,554-53.6% | $4,156-49.1% |
| Participant deferral / active EE | $2,115 | $8,216-74.3% | $7,897-73.2% | $6,407-67.0% |
| Admin fee / account holder | $165 | $14,344-98.8% | $13,129-98.7% | $12,270-98.7% |