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 4-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 | $14,627 | $92,703-84.2% | $82,719-82.3% | $134,475-89.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.02% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $564 | $3,274-82.8% | $3,009-81.3% | $4,740-88.1% |
| Participant deferral / active EE | $644 | $4,802-86.6% | $4,395-85.3% | $6,400-89.9% |
| Admin fee / account holder | $52 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |