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 | $27,316 | $70,756-61.4% | $65,493-58.3% | $142,382-80.8% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 15.66% | 1754.89%-1739.2pp | 982.45%-966.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $292 | $2,881-89.9% | $2,574-88.7% | $4,299-93.2% |
| Participant deferral / active EE | $583 | $4,637-87.4% | $3,961-85.3% | $6,507-91.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |