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 | $2,570 | $74,888-96.6% | $71,209-96.4% | $142,382-98.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.75% | 345.14%-321.4pp | 282.51%-258.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,000 | $2,854-65.0% | $2,721-63.2% | $4,299-76.7% |
| Participant deferral / active EE | $324 | $4,454-92.7% | $4,175-92.2% | $6,507-95.0% |
| Admin fee / account holder | $12 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |