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 | $50,015 | $82,664-39.5% | $125,339-60.1% | $68,494-27.0% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -18.52% | -5.97%-12.5pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,606 | $3,381-52.5% | $4,814-66.6% | $2,596-38.1% |
| Participant deferral / active EE | $2,066 | $6,110-66.2% | $7,446-72.3% | $4,027-48.7% |
| Admin fee / account holder | $37 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |