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 6-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 | $7,680 | $67,331-88.6% | $60,874-87.4% | $134,475-94.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.09% | 49.93%-70.0pp | 16.90%-37.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $914 | $3,096-70.5% | $2,701-66.2% | $4,740-80.7% |
| Participant deferral / active EE | $914 | $4,538-79.9% | $3,817-76.0% | $6,400-85.7% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |