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 | $21,049 | $110,257-80.9% | $96,544-78.2% | $139,434-84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.87% | 26.32%-12.4pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,771 | $3,620-23.4% | $2,965-6.5% | $4,751-41.7% |
| Participant deferral / active EE | $1,616 | $5,548-70.9% | $4,851-66.7% | $6,710-75.9% |
| Admin fee / account holder | $262 | $11,591-97.7% | $8,252-96.8% | $11,403-97.7% |