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 6-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 | $12,607 | $92,703-86.4% | $82,719-84.8% | $134,475-90.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.00% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,302 | $3,274+31.4% | $3,009+43.0% | $4,740-9.2% |
| Participant deferral / active EE | $666 | $4,802-86.1% | $4,395-84.9% | $6,400-89.6% |
| Admin fee / account holder | $135 | $5,983-97.7% | $5,329-97.5% | $11,426-98.8% |