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 6-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 | $15,565 | $95,266-83.7% | $82,389-81.1% | $142,382-89.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.45% | 25.74%-5.3pp | 28.67%-8.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $643 | $2,991-78.5% | $2,517-74.5% | $4,299-85.0% |
| Participant deferral / active EE | $734 | $4,809-84.7% | $4,155-82.3% | $6,507-88.7% |
| Admin fee / account holder | $168 | $8,563-98.0% | $7,231-97.7% | $12,624-98.7% |