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 | $129,023 | $189,613-32.0% | $167,512-23.0% | $142,382-9.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.17% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $640 | $4,349-85.3% | $3,882-83.5% | $4,299-85.1% |
| Participant deferral / active EE | $800 | $6,981-88.5% | $6,405-87.5% | $6,507-87.7% |
| Admin fee / account holder | $120 | $10,528-98.9% | $9,769-98.8% | $12,624-99.0% |