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 | $17,925 | $183,592-90.2% | $155,567-88.5% | $145,959-87.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.92% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,327 | $5,315-75.0% | $4,674-71.6% | $4,661-71.5% |
| Participant deferral / active EE | $1,553 | $6,464-76.0% | $5,628-72.4% | $6,689-76.8% |
| Admin fee / account holder | $281 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |