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 8-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 | $33,298 | $226,064-85.3% | $182,532-81.8% | $152,861-78.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.46% | 192.51%-176.0pp | 148.54%-132.1pp | 345.32%-328.9pp |
| Employer contribution / active EE | $558 | $4,978-88.8% | $4,076-86.3% | $4,762-88.3% |
| Participant deferral / active EE | $908 | $6,368-85.7% | $5,524-83.6% | $5,850-84.5% |
| Admin fee / account holder | $53 | $10,703-99.5% | $8,592-99.4% | $11,596-99.5% |