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 5-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 | $18,471 | $190,805-90.3% | $159,960-88.5% | $134,475-86.3% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -1.44% | 552.23%-553.7pp | 408.60%-410.0pp | 417.96%-419.4pp |
| Employer contribution / active EE | $8,910 | $4,995+78.4% | $4,226+110.8% | $4,740+88.0% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |