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 | $162,578 | $109,327+48.7% | $89,391+81.9% | $158,922+2.3% |
| Participation rate | 88.2% | 74.3%+14.0pp | 68.0%+20.3pp | 82.0%+6.3pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $749 | $3,170-76.4% | $2,586-71.0% | $4,761-84.3% |
| Participant deferral / active EE | $394 | $4,598-91.4% | $3,890-89.9% | $5,982-93.4% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |