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 | $11,557 | $100,970-88.6% | $96,576-88.0% | $137,256-91.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.15% | 38.16%-17.0pp | 38.47%-17.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,757 | $3,809-53.9% | $3,553-50.6% | $4,156-57.7% |
| Participant deferral / active EE | $1,815 | $8,286-78.1% | $7,956-77.2% | $6,407-71.7% |
| Admin fee / account holder | $26 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |