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 4-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 | $8,625 | $67,331-87.2% | $60,874-85.8% | $134,475-93.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.68% | 49.93%-69.6pp | 16.90%-36.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $35 | $4,538-99.2% | $3,817-99.1% | $6,400-99.4% |
| Admin fee / account holder | $34 | $4,582-99.3% | $3,224-98.9% | $11,426-99.7% |