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 | $11,496 | $74,888-84.6% | $71,209-83.9% | $142,382-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.74% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,130 | $2,854-25.4% | $2,721-21.7% | $4,299-50.5% |
| Participant deferral / active EE | $507 | $4,454-88.6% | $4,175-87.9% | $6,507-92.2% |
| Admin fee / account holder | $34 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |