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 | $30,717 | $150,440-79.6% | $136,294-77.5% | $147,584-79.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 24.93% | 1049.08%-1024.2pp | 5155.94%-5131.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,317 | $5,256-74.9% | $4,695-71.9% | $4,876-73.0% |
| Participant deferral / active EE | $1,317 | $6,630-80.1% | $6,247-78.9% | $5,439-75.8% |
| Admin fee / account holder | $139 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |