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 | $8,929 | $70,606-87.4% | $53,898-83.4% | $142,382-93.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.30% | 619.81%-605.5pp | 528.60%-514.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $968 | $1,202-19.5% | $932+3.8% | $4,299-77.5% |
| Participant deferral / active EE | $125 | $2,364-94.7% | $1,826-93.2% | $6,507-98.1% |
| Admin fee / account holder | $44 | $2,852-98.4% | $2,491-98.2% | $12,624-99.6% |