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 7-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 | $40,578 | $175,600-76.9% | $129,110-68.6% | $134,475-69.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.36% | -11.39%-5.0pp | -10.94%-5.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $11,665 | $6,355+83.6% | $5,052+130.9% | $4,740+146.1% |
| Participant deferral / active EE | $185 | $7,975-97.7% | $6,542-97.2% | $6,400-97.1% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |