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 | $7,320 | $96,305-92.4% | $80,569-90.9% | $139,434-94.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.37% | 1350.08%-1328.7pp | 935.43%-914.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,233 | $3,262-31.6% | $2,723-18.0% | $4,751-53.0% |
| Participant deferral / active EE | $734 | $5,232-86.0% | $4,447-83.5% | $6,710-89.1% |
| Admin fee / account holder | $22 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |