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 7-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 | $9,805 | $109,817-91.1% | $98,442-90.0% | $167,490-94.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.45% | 1956.69%-1944.2pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,541 | $3,224-21.2% | $2,960-14.2% | $4,837-47.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $14 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |