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 | $13,821 | $99,640-86.1% | $86,436-84.0% | $134,475-89.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.20% | 6782.58%-6800.8pp | 4394.89%-4413.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,901 | $4,400-56.8% | $3,769-49.6% | $4,740-59.9% |
| Participant deferral / active EE | $2,073 | $7,246-71.4% | $6,952-70.2% | $6,400-67.6% |
| Admin fee / account holder | $25 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |