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 5-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 | $1,502 | $70,606-97.9% | $53,898-97.2% | $142,382-98.9% |
| Participation rate | 77.3% | 63.7%+13.6pp | 55.0%+22.3pp | 80.1%-2.8pp |
| Annual return | 16.83% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $105 | $1,202-91.3% | $932-88.8% | $4,299-97.6% |
| Participant deferral / active EE | $153 | $2,364-93.5% | $1,826-91.6% | $6,507-97.6% |
| Admin fee / account holder | $118 | $2,852-95.9% | $2,491-95.3% | $12,624-99.1% |