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 3-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 | $7,475 | $95,561-92.2% | $77,163-90.3% | $139,434-94.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.43% | 54.92%-38.5pp | 37.87%-21.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,259 | $3,147-60.0% | $2,535-50.4% | $4,751-73.5% |
| Participant deferral / active EE | $635 | $4,624-86.3% | $3,833-83.4% | $6,710-90.5% |
| Admin fee / account holder | $10 | $8,295-99.9% | $5,472-99.8% | $11,403-99.9% |