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 8-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 | $30,887 | $106,543-71.0% | $91,220-66.1% | $134,475-77.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.44% | 160.60%-170.0pp | 114.01%-123.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $667 | $3,331-80.0% | $2,850-76.6% | $4,740-85.9% |
| Participant deferral / active EE | $414 | $4,719-91.2% | $4,234-90.2% | $6,400-93.5% |
| Admin fee / account holder | $92 | $6,231-98.5% | $5,420-98.3% | $11,426-99.2% |