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 3-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 | $87,960 | $68,346+28.7% | $94,646-7.1% | $75,163+17.0% |
| Participation rate | 96.2% | 76.1%+20.1pp | 80.8%+15.3pp | 67.2%+29.0pp |
| Annual return | 1070.48% | 616.93%+453.6pp | 156.71%+913.8pp | 160.62%+909.9pp |
| Employer contribution / active EE | $1,297 | $2,701-52.0% | $3,672-64.7% | $2,670-51.4% |
| Participant deferral / active EE | $2,649 | $6,537-59.5% | $7,418-64.3% | $4,125-35.8% |
| Admin fee / account holder | $6 | $5,326-99.9% | $7,231-99.9% | $5,651-99.9% |