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 7-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 | $30,045 | $124,185-75.8% | $108,410-72.3% | $167,490-82.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 26.72% | 1379.64%-1352.9pp | 905.27%-878.6pp | 478.56%-451.8pp |
| Employer contribution / active EE | $1,183 | $4,187-71.7% | $3,558-66.7% | $4,837-75.5% |
| Participant deferral / active EE | $2,050 | $6,908-70.3% | $6,563-68.8% | $6,341-67.7% |
| Admin fee / account holder | $293 | $9,455-96.9% | $7,295-96.0% | $12,309-97.6% |