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 8-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 | $12,489 | $117,983-89.4% | $101,794-87.7% | $142,382-91.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 13.40% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $644 | $2,773-76.8% | $2,289-71.9% | $4,299-85.0% |
| Participant deferral / active EE | $1,006 | $4,714-78.7% | $4,084-75.4% | $6,507-84.5% |
| Admin fee / account holder | $181 | $10,433-98.3% | $8,777-97.9% | $12,624-98.6% |