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 | $10,522 | $102,966-89.8% | $90,281-88.3% | $152,861-93.1% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 26.90% | 95.16%-68.3pp | 78.10%-51.2pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,754 | $3,139-44.1% | $2,854-38.6% | $4,762-63.2% |
| Participant deferral / active EE | $731 | $4,281-82.9% | $3,885-81.2% | $5,850-87.5% |
| Admin fee / account holder | $14 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |