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 | $50,872 | $171,865-70.4% | $149,718-66.0% | $147,584-65.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.61% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,425 | $6,275-77.3% | $5,445-73.8% | $4,876-70.8% |
| Participant deferral / active EE | $1,425 | $7,271-80.4% | $6,569-78.3% | $5,439-73.8% |
| Admin fee / account holder | $57 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |