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 | $6,381 | $72,400-91.2% | $67,502-90.5% | $145,922-95.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.19% | 7182.46%-7168.3pp | 3512.12%-3497.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,183 | $3,069-61.5% | $2,731-56.7% | $4,660-74.6% |
| Participant deferral / active EE | $557 | $4,783-88.4% | $4,000-86.1% | $6,688-91.7% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.9% |