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 | $17,685 | $92,703-80.9% | $82,719-78.6% | $134,475-86.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -12.59% | 944.92%-957.5pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $471 | $3,274-85.6% | $3,009-84.3% | $4,740-90.1% |
| Participant deferral / active EE | $942 | $4,802-80.4% | $4,395-78.6% | $6,400-85.3% |
| Admin fee / account holder | $12 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |