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 7-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 | $16,621 | $111,535-85.1% | $105,223-84.2% | $137,256-87.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 15.25% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $858 | $3,939-78.2% | $3,689-76.7% | $4,156-79.4% |
| Participant deferral / active EE | $1,069 | $5,500-80.6% | $5,072-78.9% | $6,407-83.3% |
| Admin fee / account holder | $216 | $9,721-97.8% | $8,859-97.6% | $12,270-98.2% |