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 | $15,823 | $108,919-85.5% | $100,391-84.2% | $145,922-89.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 57.88%-43.4pp | 49.20%-34.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,771 | $4,419-59.9% | $3,942-55.1% | $4,660-62.0% |
| Participant deferral / active EE | $2,033 | $8,445-75.9% | $8,082-74.8% | $6,688-69.6% |
| Admin fee / account holder | $23 | $9,689-99.8% | $7,899-99.7% | $13,397-99.8% |