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 | $22,713 | $111,535-79.6% | $105,223-78.4% | $137,256-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.37% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $994 | $3,939-74.8% | $3,689-73.1% | $4,156-76.1% |
| Participant deferral / active EE | $1,242 | $5,500-77.4% | $5,072-75.5% | $6,407-80.6% |
| Admin fee / account holder | $206 | $9,721-97.9% | $8,859-97.7% | $12,270-98.3% |