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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,976 | $104,974-42.9% | $95,585-37.3% | $142,382-57.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.26% | 210.33%-198.1pp | 38.56%-26.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $76,767 | $2,779+2662.8% | $2,527+2938.4% | $4,299+1685.6% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $122 | $6,386-98.1% | $6,127-98.0% | $12,624-99.0% |