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 | $15,134 | $169,032-91.0% | $129,207-88.3% | $145,922-89.6% |
| Participation rate | 86.7% | 76.4%+10.2pp | 69.6%+17.1pp | 80.3%+6.4pp |
| Annual return | 11.25% | 14330.11%-14318.9pp | 9417.33%-9406.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $310 | $5,537-94.4% | $4,153-92.5% | $4,660-93.4% |
| Participant deferral / active EE | $251 | $4,987-95.0% | $4,168-94.0% | $6,688-96.2% |
| Admin fee / account holder | $220 | $9,954-97.8% | $7,715-97.1% | $13,397-98.4% |