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 | $52,353 | $109,817-52.3% | $98,442-46.8% | $167,490-68.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.14% | 1956.69%-1933.6pp | 1492.73%-1469.6pp | 478.56%-455.4pp |
| Employer contribution / active EE | $1,281 | $3,224-60.3% | $2,960-56.7% | $4,837-73.5% |
| Participant deferral / active EE | $702 | $4,673-85.0% | $4,276-83.6% | $6,341-88.9% |
| Admin fee / account holder | $186 | $6,753-97.2% | $5,949-96.9% | $12,309-98.5% |