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 | $14,608 | $177,572-91.8% | $154,803-90.6% | $142,382-89.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 23.91% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,274 | $4,810-73.5% | $4,305-70.4% | $4,299-70.4% |
| Participant deferral / active EE | $832 | $6,272-86.7% | $5,540-85.0% | $6,507-87.2% |
| Admin fee / account holder | $230 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |