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 | $15,027 | $81,625-81.6% | $58,482-74.3% | $139,434-89.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.69% | 7404.20%-7396.5pp | 4239.32%-4231.6pp | 372.94%-365.2pp |
| Employer contribution / active EE | $7,762 | $1,398+455.1% | $1,053+636.9% | $4,751+63.4% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $72 | $3,265-97.8% | $2,516-97.1% | $11,403-99.4% |