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 8-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 | $16,634 | $124,185-86.6% | $108,410-84.7% | $167,490-90.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.61% | 1379.64%-1364.0pp | 905.27%-889.7pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,680 | $4,187+11.8% | $3,558+31.5% | $4,837-3.3% |
| Participant deferral / active EE | $2,078 | $6,908-69.9% | $6,563-68.3% | $6,341-67.2% |
| Admin fee / account holder | $81 | $9,455-99.1% | $7,295-98.9% | $12,309-99.3% |