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 9-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 | $7,336 | $92,703-92.1% | $82,719-91.1% | $134,475-94.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.56% | 944.92%-957.5pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $490 | $3,274-85.0% | $3,009-83.7% | $4,740-89.7% |
| Participant deferral / active EE | $136 | $4,802-97.2% | $4,395-96.9% | $6,400-97.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |