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 3-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 | $9,031 | $93,024-90.3% | $77,024-88.3% | $134,475-93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.17% | 62.60%-73.8pp | 42.32%-53.5pp | 417.96%-429.1pp |
| Employer contribution / active EE | $4,455 | $3,418+30.3% | $2,812+58.4% | $4,740-6.0% |
| Participant deferral / active EE | $417 | $5,238-92.0% | $4,426-90.6% | $6,400-93.5% |
| Admin fee / account holder | $62 | $6,944-99.1% | $5,425-98.9% | $11,426-99.5% |