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 5-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 | $13,557 | $70,606-80.8% | $53,898-74.8% | $142,382-90.5% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 8.87% | 619.81%-610.9pp | 528.60%-519.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $849 | $1,202-29.4% | $932-8.9% | $4,299-80.2% |
| Participant deferral / active EE | $169 | $2,364-92.8% | $1,826-90.7% | $6,507-97.4% |
| Admin fee / account holder | $202 | $2,852-92.9% | $2,491-91.9% | $12,624-98.4% |