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 5-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 | $8,758 | $70,756-87.6% | $65,493-86.6% | $142,382-93.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.84% | 1754.89%-1733.1pp | 982.45%-960.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,295 | $2,881-55.0% | $2,574-49.7% | $4,299-69.9% |
| Participant deferral / active EE | $339 | $4,637-92.7% | $3,961-91.4% | $6,507-94.8% |
| Admin fee / account holder | $83 | $6,559-98.7% | $5,028-98.4% | $12,624-99.3% |