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 | $27,566 | $201,272-86.3% | $184,203-85.0% | $145,922-81.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.78% | 29.00%+1.8pp | 28.81%+2.0pp | 561.29%-530.5pp |
| Employer contribution / active EE | $2,226 | $7,022-68.3% | $6,427-65.4% | $4,660-52.2% |
| Participant deferral / active EE | $190 | $9,806-98.1% | $9,131-97.9% | $6,688-97.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |