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 9-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 | $1,962 | $81,625-97.6% | $58,482-96.6% | $139,434-98.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.29% | 7404.20%-7388.9pp | 4239.32%-4224.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $101 | $2,557-96.0% | $1,924-94.7% | $6,710-98.5% |
| Admin fee / account holder | $66 | $3,265-98.0% | $2,516-97.4% | $11,403-99.4% |