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 | $25,387 | $118,919-78.7% | $88,538-71.3% | $152,861-83.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 7.37% | 47.92%-40.6pp | 43.64%-36.3pp | 345.32%-338.0pp |
| Employer contribution / active EE | $14,065 | $2,669+427.0% | $2,098+570.3% | $4,762+195.4% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4 | $5,876-99.9% | $4,310-99.9% | $11,596-100.0% |