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 | $68,097-87.1% | $62,929-86.1% | $137,256-93.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.84% | 1859.11%-1837.3pp | 1063.93%-1042.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,295 | $2,811-53.9% | $2,505-48.3% | $4,156-68.8% |
| Participant deferral / active EE | $339 | $4,553-92.5% | $3,888-91.3% | $6,407-94.7% |
| Admin fee / account holder | $83 | $6,521-98.7% | $5,065-98.4% | $12,270-99.3% |