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 8-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 | $10,096 | $110,502-90.9% | $80,716-87.5% | $167,490-94.0% |
| Participation rate | 90.9% | 64.0%+26.9pp | 54.2%+36.7pp | 82.1%+8.8pp |
| Annual return | 9.52% | 120.54%-111.0pp | 87.28%-77.8pp | 478.56%-469.0pp |
| Employer contribution / active EE | $6,818 | $1,543+342.0% | $1,160+487.8% | $4,837+40.9% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |