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 | $40,975 | $92,703-55.8% | $82,719-50.5% | $134,475-69.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.92% | 944.92%-952.8pp | 701.18%-709.1pp | 417.96%-425.9pp |
| Employer contribution / active EE | $2,828 | $3,274-13.6% | $3,009-6.0% | $4,740-40.3% |
| Participant deferral / active EE | $823 | $4,802-82.9% | $4,395-81.3% | $6,400-87.1% |
| Admin fee / account holder | $5 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |