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 | $7,264 | $100,773-92.8% | $88,946-91.8% | $142,382-94.9% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 19.84% | 70.18%-50.3pp | 57.82%-38.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $416 | $2,918-85.7% | $2,555-83.7% | $4,299-90.3% |
| Participant deferral / active EE | $851 | $5,230-83.7% | $4,581-81.4% | $6,507-86.9% |
| Admin fee / account holder | $56 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |