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 5-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 | $1,526 | $70,606-97.8% | $53,898-97.2% | $142,382-98.9% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 14.67% | 619.81%-605.1pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $222 | $1,202-81.6% | $932-76.2% | $4,299-94.8% |
| Participant deferral / active EE | $222 | $2,364-90.6% | $1,826-87.9% | $6,507-96.6% |
| Admin fee / account holder | $31 | $2,852-98.9% | $2,491-98.7% | $12,624-99.8% |