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 | $15,157 | $92,703-83.7% | $82,719-81.7% | $134,475-88.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -18.15% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,706 | $3,274-17.4% | $3,009-10.1% | $4,740-42.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $86 | $5,983-98.6% | $5,329-98.4% | $11,426-99.2% |