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 | $6,587 | $72,400-90.9% | $67,502-90.2% | $145,922-95.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.29% | 7182.46%-7173.2pp | 3512.12%-3502.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $542 | $3,069-82.4% | $2,731-80.2% | $4,660-88.4% |
| Participant deferral / active EE | $100 | $4,783-97.9% | $4,000-97.5% | $6,688-98.5% |
| Admin fee / account holder | $45 | $5,539-99.2% | $3,998-98.9% | $13,397-99.7% |