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 10-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 | $7,575 | $70,756-89.3% | $65,493-88.4% | $142,382-94.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.69% | 1754.89%-1741.2pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $400 | $2,881-86.1% | $2,574-84.5% | $4,299-90.7% |
| Participant deferral / active EE | $86 | $4,637-98.1% | $3,961-97.8% | $6,507-98.7% |
| Admin fee / account holder | $129 | $6,559-98.0% | $5,028-97.4% | $12,624-99.0% |