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 | $31,926 | $202,318-84.2% | $172,739-81.5% | $152,861-79.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.92% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,195 | $5,856-62.5% | $5,143-57.3% | $4,762-53.9% |
| Participant deferral / active EE | $1,583 | $5,948-73.4% | $5,198-69.5% | $5,850-72.9% |
| Admin fee / account holder | $258 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |