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 4-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 | $26,893 | $209,336-87.2% | $197,124-86.4% | $137,256-80.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.82% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,730 | $6,591-73.8% | $6,227-72.2% | $4,156-58.4% |
| Participant deferral / active EE | $2,162 | $9,614-77.5% | $9,135-76.3% | $6,407-66.3% |
| Admin fee / account holder | $38 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |