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 | $52,354 | $100,041-47.7% | $149,718-65.0% | $70,131-25.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.97% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,490 | $3,662-59.3% | $5,445-72.6% | $2,342-36.4% |
| Participant deferral / active EE | $1,530 | $4,983-69.3% | $6,569-76.7% | $3,332-54.1% |
| Admin fee / account holder | $195 | $8,286-97.7% | $11,283-98.3% | $4,645-95.8% |