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 7-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 | $48,534 | $93,024-47.8% | $77,024-37.0% | $134,475-63.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.32% | 62.60%-73.9pp | 42.32%-53.6pp | 417.96%-429.3pp |
| Employer contribution / active EE | $18,895 | $3,418+452.8% | $2,812+571.9% | $4,740+298.6% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $169 | $6,944-97.6% | $5,425-96.9% | $11,426-98.5% |