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 | $15,965 | $106,584-85.0% | $101,326-84.2% | $142,382-88.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.34% | 36.93%-15.6pp | 36.82%-15.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,182 | $3,956-70.1% | $3,665-67.8% | $4,299-72.5% |
| Participant deferral / active EE | $1,973 | $8,297-76.2% | $7,994-75.3% | $6,507-69.7% |
| Admin fee / account holder | $43 | $11,446-99.6% | $11,185-99.6% | $12,624-99.7% |