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 10-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 | $18,375 | $97,757-81.2% | $83,848-78.1% | $135,375-86.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -8.03% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $920 | $4,222-78.2% | $3,631-74.7% | $4,779-80.8% |
| Participant deferral / active EE | $920 | $4,682-80.4% | $4,082-77.5% | $5,609-83.6% |
| Admin fee / account holder | $107 | $6,674-98.4% | $5,478-98.1% | $10,827-99.0% |