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 | $14,937 | $76,000-80.3% | $154,107-90.3% | $64,186-76.7% |
| Participation rate | 72.1% | 70.4%+1.7pp | 83.0%-10.9pp | 69.6%+2.6pp |
| Annual return | 5.45% | 30.32%-24.9pp | 735.12%-729.7pp | 7.63%-2.2pp |
| Employer contribution / active EE | $834 | $3,351-75.1% | $5,298-84.3% | $2,381-65.0% |
| Participant deferral / active EE | $846 | $3,175-73.4% | $5,081-83.3% | $3,470-75.6% |
| Admin fee / account holder | $190 | $5,596-96.6% | $13,411-98.6% | $4,888-96.1% |