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 | $38,430 | $108,172-64.5% | $77,482-50.4% | $158,922-75.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.36% | 31.67%-17.3pp | 54.79%-40.4pp | 302.83%-288.5pp |
| Employer contribution / active EE | $575 | $1,325-56.6% | $986-41.7% | $4,761-87.9% |
| Participant deferral / active EE | $50 | $2,456-98.0% | $1,861-97.3% | $5,982-99.2% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |