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 | $32,642 | $84,402-61.3% | $61,373-46.8% | $134,475-75.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.51% | 584.55%-600.1pp | 338.61%-354.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $197 | $1,544-87.2% | $1,159-83.0% | $4,740-95.8% |
| Participant deferral / active EE | $96 | $2,819-96.6% | $2,125-95.5% | $6,400-98.5% |
| Admin fee / account holder | $126 | $2,585-95.1% | $2,130-94.1% | $11,426-98.9% |