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 3-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 | $7,595 | $88,751-91.4% | $81,812-90.7% | $145,922-94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.36% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $6,461 | $3,083+109.5% | $2,912+121.8% | $4,660+38.7% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $265 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |