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 | $14,163 | $53,127-73.3% | $86,590-83.6% | $70,131-79.8% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 17.90% | 27.66%-9.8pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $685 | $2,068-66.9% | $2,839-75.9% | $2,342-70.8% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $262 | $3,585-92.7% | $4,906-94.7% | $4,645-94.4% |