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 10-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 | $13,187 | $65,409-79.8% | $98,442-86.6% | $85,850-84.6% |
| Participation rate | 70.0% | 65.0%+5.0pp | 73.3%-3.3pp | 69.3%+0.7pp |
| Annual return | 13.93% | 21.76%-7.8pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $303 | $2,168-86.0% | $2,960-89.8% | $2,565-88.2% |
| Participant deferral / active EE | $840 | $3,166-73.5% | $4,276-80.3% | $3,952-78.7% |
| Admin fee / account holder | $266 | $4,593-94.2% | $5,949-95.5% | $6,260-95.7% |