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 3-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 | $2,874 | $23,330-87.7% | $64,489-95.5% | $82,448-96.5% |
| Participation rate | 73.2% | 68.3%+4.9pp | 67.7%+5.5pp | 68.1%+5.1pp |
| Annual return | 30.40% | 83.66%-53.3pp | 55.03%-24.6pp | 41.64%-11.2pp |
| Employer contribution / active EE | $469 | $824-43.2% | $1,523-69.2% | $2,551-81.6% |
| Participant deferral / active EE | $512 | $1,707-70.0% | $2,778-81.6% | $4,139-87.6% |
| Admin fee / account holder | $279 | $2,946-90.5% | $4,260-93.4% | $7,234-96.1% |