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 | $39,767 | $105,126-62.2% | $94,646-58.0% | $139,434-71.5% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 80.3%+14.7pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,044 | $4,106-74.6% | $3,672-71.6% | $4,751-78.0% |
| Participant deferral / active EE | $1,908 | $7,599-74.9% | $7,418-74.3% | $6,710-71.6% |
| Admin fee / account holder | $29 | $8,984-99.7% | $7,231-99.6% | $11,403-99.7% |