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 | $13,659 | $108,642-87.4% | $74,701-81.7% | $152,861-91.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 4.36% | 114.06%-109.7pp | 752.92%-748.6pp | 345.32%-341.0pp |
| Employer contribution / active EE | $3,207 | $1,503+113.4% | $1,084+196.0% | $4,762-32.7% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $158 | $4,902-96.8% | $3,333-95.3% | $11,596-98.6% |