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 4-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 | $22,067 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 24.08% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,828 | $4,961-63.2% | $4,693-61.1% | $4,299-57.5% |
| Participant deferral / active EE | $2,149 | $8,310-74.1% | $7,997-73.1% | $6,507-67.0% |
| Admin fee / account holder | $16 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |