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 | $107,021 | $56,114+90.7% | $96,139+11.3% | $85,850+24.7% |
| Participation rate | 75.0% | 56.7%+18.3pp | 68.4%+6.6pp | 69.3%+5.7pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $357 | $1,620-77.9% | $2,797-87.2% | $2,565-86.1% |
| Participant deferral / active EE | $627 | $2,859-78.1% | $4,349-85.6% | $3,952-84.1% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |