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 | $12,629 | $114,381-89.0% | $107,525-88.3% | $142,382-91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.94% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,035 | $4,015-74.2% | $3,754-72.4% | $4,299-75.9% |
| Participant deferral / active EE | $1,399 | $5,564-74.9% | $5,116-72.7% | $6,507-78.5% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.6% | $12,624-99.8% |