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 | $20,942 | $95,561-78.1% | $77,163-72.9% | $139,434-85.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.40% | 54.92%-41.5pp | 37.87%-24.5pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,200 | $3,147-61.9% | $2,535-52.7% | $4,751-74.7% |
| Participant deferral / active EE | $333 | $4,624-92.8% | $3,833-91.3% | $6,710-95.0% |
| Admin fee / account holder | $168 | $8,295-98.0% | $5,472-96.9% | $11,403-98.5% |