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 | $15,322 | $75,828-79.8% | $147,614-89.6% | $59,632-74.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.29% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $425 | $3,485-87.8% | $5,564-92.4% | $2,203-80.7% |
| Participant deferral / active EE | $471 | $3,130-85.0% | $4,895-90.4% | $3,192-85.2% |
| Admin fee / account holder | $70 | $5,985-98.8% | $11,611-99.4% | $4,297-98.4% |