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 | $27,423 | $100,852-72.8% | $90,404-69.7% | $158,922-82.7% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.7%+14.3pp | 82.0%+5.0pp |
| Annual return | 17.33% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,429 | $3,689-34.1% | $3,262-25.5% | $4,761-49.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $279 | $6,501-95.7% | $5,611-95.0% | $11,246-97.5% |