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 9-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 | $28,822 | $124,185-76.8% | $108,410-73.4% | $167,490-82.8% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 14.13% | 1379.64%-1365.5pp | 905.27%-891.1pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,543 | $4,187-63.1% | $3,558-56.6% | $4,837-68.1% |
| Participant deferral / active EE | $2,086 | $6,908-69.8% | $6,563-68.2% | $6,341-67.1% |
| Admin fee / account holder | $136 | $9,455-98.6% | $7,295-98.1% | $12,309-98.9% |