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 | $30,887 | $106,584-71.0% | $101,326-69.5% | $142,382-78.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.36% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $416 | $3,956-89.5% | $3,665-88.7% | $4,299-90.3% |
| Participant deferral / active EE | $1,745 | $8,297-79.0% | $7,994-78.2% | $6,507-73.2% |
| Admin fee / account holder | $65 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |