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 | $5,058 | $70,606-92.8% | $53,898-90.6% | $142,382-96.4% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 16.56% | 619.81%-603.3pp | 528.60%-512.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $941 | $1,202-21.7% | $932+1.0% | $4,299-78.1% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $204 | $2,852-92.9% | $2,491-91.8% | $12,624-98.4% |