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 6-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 | $15,791 | $74,888-78.9% | $71,209-77.8% | $142,382-88.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.87% | 345.14%-327.3pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $577 | $2,854-79.8% | $2,721-78.8% | $4,299-86.6% |
| Participant deferral / active EE | $577 | $4,454-87.0% | $4,175-86.2% | $6,507-91.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |