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 | $1,526 | $67,823-97.7% | $52,425-97.1% | $137,256-98.9% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 14.67% | 219.11%-204.4pp | 302.12%-287.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $222 | $1,163-80.9% | $914-75.7% | $4,156-94.7% |
| Participant deferral / active EE | $222 | $2,288-90.3% | $1,790-87.6% | $6,407-96.5% |
| Admin fee / account holder | $31 | $2,844-98.9% | $2,495-98.7% | $12,270-99.7% |