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 5-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 | $30,534 | $160,055-80.9% | $140,016-78.2% | $135,375-77.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.30% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $19,119 | $6,420+197.8% | $5,606+241.1% | $4,779+300.1% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $52 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |