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 | $31,888 | $209,336-84.8% | $197,124-83.8% | $137,256-76.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.56% | 48.09%-26.5pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,048 | $6,591-68.9% | $6,227-67.1% | $4,156-50.7% |
| Participant deferral / active EE | $2,585 | $9,614-73.1% | $9,135-71.7% | $6,407-59.7% |
| Admin fee / account holder | $56 | $17,308-99.7% | $16,298-99.7% | $12,270-99.5% |