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 | $7,113 | $96,305-92.6% | $80,569-91.2% | $139,434-94.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.58% | 1350.08%-1326.5pp | 935.43%-911.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,518 | $3,262-53.5% | $2,723-44.3% | $4,751-68.0% |
| Participant deferral / active EE | $832 | $5,232-84.1% | $4,447-81.3% | $6,710-87.6% |
| Admin fee / account holder | $18 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |