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 | $23,812 | $104,486-77.2% | $76,817-69.0% | $152,861-84.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 16.76% | 1013.37%-996.6pp | 1166.11%-1149.3pp | 345.32%-328.6pp |
| Employer contribution / active EE | $7,156 | $3,116+129.7% | $2,302+210.9% | $4,762+50.3% |
| Participant deferral / active EE | $72 | $4,236-98.3% | $3,336-97.8% | $5,850-98.8% |
| Admin fee / account holder | $245 | $12,275-98.0% | $6,420-96.2% | $11,596-97.9% |