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 | $13,160 | $102,604-87.2% | $86,188-84.7% | $139,434-90.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.58% | 1922.51%-1904.9pp | 1168.45%-1150.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,607 | $3,032-47.0% | $2,380-32.5% | $4,751-66.2% |
| Participant deferral / active EE | $84 | $4,676-98.2% | $3,985-97.9% | $6,710-98.8% |
| Admin fee / account holder | $68 | $8,657-99.2% | $6,852-99.0% | $11,403-99.4% |