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 | $31,568 | $78,694-59.9% | $67,652-53.3% | $125,391-74.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.24% | 9.46%-9.7pp | 6625.04%-6625.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $533 | $3,044-82.5% | $2,266-76.5% | $4,866-89.0% |
| Participant deferral / active EE | $439 | $4,292-89.8% | $3,560-87.7% | $5,352-91.8% |
| Admin fee / account holder | $3 | $7,403-100.0% | $4,821-99.9% | $9,540-100.0% |