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 | $32,249 | $201,272-84.0% | $184,203-82.5% | $145,922-77.9% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 12.43% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,951 | $7,022-72.2% | $6,427-69.6% | $4,660-58.1% |
| Participant deferral / active EE | $2,704 | $9,806-72.4% | $9,131-70.4% | $6,688-59.6% |
| Admin fee / account holder | $27 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |