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 3-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 | $7,026 | $70,756-90.1% | $65,493-89.3% | $142,382-95.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 31.08% | 1754.89%-1723.8pp | 982.45%-951.4pp | 217.08%-186.0pp |
| Employer contribution / active EE | $4,418 | $2,881+53.4% | $2,574+71.6% | $4,299+2.8% |
| Participant deferral / active EE | $551 | $4,637-88.1% | $3,961-86.1% | $6,507-91.5% |
| Admin fee / account holder | $11 | $6,559-99.8% | $5,028-99.8% | $12,624-99.9% |