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 3-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 | $36,102 | $106,584-66.1% | $101,326-64.4% | $142,382-74.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.78% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $831 | $3,956-79.0% | $3,665-77.3% | $4,299-80.7% |
| Participant deferral / active EE | $831 | $8,297-90.0% | $7,994-89.6% | $6,507-87.2% |
| Admin fee / account holder | $91 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |