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 | $16,957 | $102,604-83.5% | $86,188-80.3% | $139,434-87.8% |
| Participation rate | 70.8% | 74.5%-3.7pp | 69.0%+1.9pp | 80.3%-9.5pp |
| Annual return | 19.49% | 1922.51%-1903.0pp | 1168.45%-1149.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $810 | $3,032-73.3% | $2,380-66.0% | $4,751-83.0% |
| Participant deferral / active EE | $1,115 | $4,676-76.2% | $3,985-72.0% | $6,710-83.4% |
| Admin fee / account holder | $182 | $8,657-97.9% | $6,852-97.3% | $11,403-98.4% |