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 | $17,393 | $93,024-81.3% | $77,024-77.4% | $134,475-87.1% |
| Participation rate | 95.8% | 74.5%+21.4pp | 67.9%+27.9pp | 81.2%+14.6pp |
| Annual return | -16.21% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $803 | $5,238-84.7% | $4,426-81.8% | $6,400-87.4% |
| Admin fee / account holder | $37 | $6,944-99.5% | $5,425-99.3% | $11,426-99.7% |