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 | $12,535 | $72,400-82.7% | $67,502-81.4% | $145,922-91.4% |
| Participation rate | 92.3% | 76.9%+15.5pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 11.35% | 7182.46%-7171.1pp | 3512.12%-3500.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $841 | $3,069-72.6% | $2,731-69.2% | $4,660-82.0% |
| Participant deferral / active EE | $684 | $4,783-85.7% | $4,000-82.9% | $6,688-89.8% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |