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 10-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 | $16,655 | $99,020-83.2% | $86,590-80.8% | $147,584-88.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1312.34%-1295.4pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $35 | $3,132-98.9% | $2,839-98.8% | $4,876-99.3% |
| Participant deferral / active EE | $158 | $3,972-96.0% | $3,609-95.6% | $5,439-97.1% |
| Admin fee / account holder | $7 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |