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 | $20,145 | $114,047-82.3% | $96,139-79.0% | $167,490-88.0% |
| Participation rate | 95.8% | 75.1%+20.8pp | 68.4%+27.4pp | 82.1%+13.7pp |
| Annual return | 26.07% | 189.88%-163.8pp | 191.94%-165.9pp | 478.56%-452.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $727 | $5,194-86.0% | $4,349-83.3% | $6,341-88.5% |
| Admin fee / account holder | $30 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |