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 | $21,550 | $108,919-80.2% | $100,391-78.5% | $145,922-85.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 35.01% | 57.88%-22.9pp | 49.20%-14.2pp | 561.29%-526.3pp |
| Employer contribution / active EE | $2,020 | $4,419-54.3% | $3,942-48.7% | $4,660-56.6% |
| Participant deferral / active EE | $2,020 | $8,445-76.1% | $8,082-75.0% | $6,688-69.8% |
| Admin fee / account holder | $9 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |