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 4-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 | $20,873 | $92,703-77.5% | $82,719-74.8% | $134,475-84.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.75% | 944.92%-945.7pp | 701.18%-701.9pp | 417.96%-418.7pp |
| Employer contribution / active EE | $14,395 | $3,274+339.7% | $3,009+378.4% | $4,740+203.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $54 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |