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 9-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 | $19,037 | $70,756-73.1% | $65,493-70.9% | $142,382-86.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.65% | 1754.89%-1737.2pp | 982.45%-964.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $628 | $2,881-78.2% | $2,574-75.6% | $4,299-85.4% |
| Participant deferral / active EE | $798 | $4,637-82.8% | $3,961-79.9% | $6,507-87.7% |
| Admin fee / account holder | $214 | $6,559-96.7% | $5,028-95.8% | $12,624-98.3% |