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 | $11,070 | $158,398-93.0% | $126,539-91.3% | $142,382-92.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.62% | 593.76%-574.1pp | 425.95%-406.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,327 | $4,650-49.9% | $3,674-36.7% | $4,299-45.9% |
| Participant deferral / active EE | $257 | $4,767-94.6% | $4,083-93.7% | $6,507-96.1% |
| Admin fee / account holder | $198 | $6,918-97.1% | $6,065-96.7% | $12,624-98.4% |