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 | $76,912 | $62,672+22.7% | $185,117-58.5% | $70,131+9.7% |
| Participation rate | 86.4% | 63.8%+22.6pp | 77.3%+9.1pp | 69.5%+16.8pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $280 | $1,753-84.0% | $4,182-93.3% | $2,342-88.1% |
| Participant deferral / active EE | $922 | $3,272-71.8% | $5,045-81.7% | $3,332-72.3% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |