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 | $22,606 | $159,901-85.9% | $146,958-84.6% | $145,922-84.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.02% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,502 | $5,286-71.6% | $4,933-69.6% | $4,660-67.8% |
| Participant deferral / active EE | $2,231 | $8,428-73.5% | $8,070-72.4% | $6,688-66.6% |
| Admin fee / account holder | $44 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |