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 | $43,600 | $171,865-74.6% | $149,718-70.9% | $147,584-70.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 13.60% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,735 | $6,275-72.4% | $5,445-68.1% | $4,876-64.4% |
| Participant deferral / active EE | $2,415 | $7,271-66.8% | $6,569-63.2% | $5,439-55.6% |
| Admin fee / account holder | $278 | $13,799-98.0% | $11,283-97.5% | $10,885-97.4% |