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 | $150,556 | $138,044+9.1% | $125,339+20.1% | $134,475+12.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.67% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $13,259 | $5,243+152.9% | $4,814+175.5% | $4,740+179.7% |
| Participant deferral / active EE | $1,413 | $7,799-81.9% | $7,446-81.0% | $6,400-77.9% |
| Admin fee / account holder | $273 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |