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 7-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 | $1,359 | $70,606-98.1% | $53,898-97.5% | $142,382-99.0% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 14.43% | 619.81%-605.4pp | 528.60%-514.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $195 | $2,364-91.7% | $1,826-89.3% | $6,507-97.0% |
| Admin fee / account holder | $201 | $2,852-93.0% | $2,491-91.9% | $12,624-98.4% |