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 | $37,279 | $121,625-69.3% | $104,607-64.4% | $158,922-76.5% |
| Participation rate | 93.3% | 77.5%+15.8pp | 74.1%+19.3pp | 82.0%+11.4pp |
| Annual return | 28.56% | 465.26%-436.7pp | 340.46%-311.9pp | 302.83%-274.3pp |
| Employer contribution / active EE | $5,000 | $3,163+58.1% | $2,681+86.5% | $4,761+5.0% |
| Participant deferral / active EE | $243 | $4,177-94.2% | $3,740-93.5% | $5,982-95.9% |
| Admin fee / account holder | $80 | $7,787-99.0% | $6,473-98.8% | $11,246-99.3% |