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 | $214,378-87.5% | $200,582-86.6% | $142,382-81.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.82% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,730 | $6,841-74.7% | $6,419-73.1% | $4,299-59.8% |
| Participant deferral / active EE | $2,162 | $9,865-78.1% | $9,331-76.8% | $6,507-66.8% |
| Admin fee / account holder | $38 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |