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 8-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 | $8,624 | $101,618-91.5% | $93,063-90.7% | $137,256-93.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 19.99% | 223.95%-204.0pp | 34.15%-14.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $502 | $2,707-81.4% | $2,476-79.7% | $4,156-87.9% |
| Participant deferral / active EE | $581 | $4,279-86.4% | $3,958-85.3% | $6,407-90.9% |
| Admin fee / account holder | $61 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |