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 | $20,311 | $127,065-84.0% | $113,168-82.1% | $142,382-85.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 17.53% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,251 | $3,442-63.7% | $2,975-58.0% | $4,299-70.9% |
| Participant deferral / active EE | $1,626 | $5,716-71.6% | $5,107-68.2% | $6,507-75.0% |
| Admin fee / account holder | $128 | $15,736-99.2% | $12,068-98.9% | $12,624-99.0% |