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 | $52,317 | $74,888-30.1% | $71,209-26.5% | $142,382-63.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 20.12% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $897 | $2,854-68.6% | $2,721-67.0% | $4,299-79.1% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $185 | $5,568-96.7% | $5,349-96.5% | $12,624-98.5% |