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 | $16,989 | $177,572-90.4% | $154,803-89.0% | $142,382-88.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.40% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,260 | $4,810-73.8% | $4,305-70.7% | $4,299-70.7% |
| Participant deferral / active EE | $1,260 | $6,272-79.9% | $5,540-77.3% | $6,507-80.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |