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 | $48,710 | $175,202-72.2% | $149,673-67.5% | $139,434-65.1% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 12.00% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,386 | $5,474-38.1% | $4,818-29.7% | $4,751-28.7% |
| Participant deferral / active EE | $344 | $6,519-94.7% | $5,680-93.9% | $6,710-94.9% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |