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 | $28,221 | $159,901-82.4% | $146,958-80.8% | $145,922-80.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 15.73% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,657 | $5,286-68.7% | $4,933-66.4% | $4,660-64.4% |
| Participant deferral / active EE | $2,238 | $8,428-73.4% | $8,070-72.3% | $6,688-66.5% |
| Admin fee / account holder | $149 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |