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 7-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 | $33,329 | $102,604-67.5% | $86,188-61.3% | $139,434-76.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.08% | 1922.51%-1909.4pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $11,295 | $3,032+272.5% | $2,380+374.6% | $4,751+137.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $89 | $8,657-99.0% | $6,852-98.7% | $11,403-99.2% |