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 4-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 | $16,250 | $73,867-78.0% | $143,757-88.7% | $68,494-76.3% |
| Participation rate | 96.5% | 66.7%+29.8pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | 1291.22% | 1.01%+1290.2pp | -0.04%+1291.3pp | -7.84%+1299.1pp |
| Employer contribution / active EE | $2,282 | $3,184-28.3% | $4,951-53.9% | $2,596-12.1% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $284 | $5,755-95.1% | $14,673-98.1% | $5,403-94.7% |