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 8-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 | $52,331 | $77,813-32.7% | $123,544-57.6% | $64,186-18.5% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,904 | $3,014-36.8% | $4,628-58.9% | $2,381-20.0% |
| Participant deferral / active EE | $1,267 | $5,240-75.8% | $6,426-80.3% | $3,470-63.5% |
| Admin fee / account holder | $14 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |