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 9-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 | $15,768 | $46,553-66.1% | $64,056-75.4% | $75,163-79.0% |
| Participation rate | 86.6% | 65.9%+20.6pp | 72.3%+14.3pp | 67.2%+19.4pp |
| Annual return | 13.62% | 26.03%-12.4pp | 33.69%-20.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $674 | $1,974-65.8% | $2,747-75.4% | $2,670-74.7% |
| Participant deferral / active EE | $181 | $2,837-93.6% | $3,880-95.3% | $4,125-95.6% |
| Admin fee / account holder | $291 | $2,952-90.1% | $3,068-90.5% | $5,651-94.8% |