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 4-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 | $15,144 | $37,426-59.5% | $77,482-80.5% | $79,858-81.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $146 | $637-77.1% | $986-85.2% | $2,471-94.1% |
| Participant deferral / active EE | $185 | $1,260-85.3% | $1,861-90.1% | $3,740-95.1% |
| Admin fee / account holder | $1 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |