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 3-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 | $33,523 | $114,381-70.7% | $107,525-68.8% | $142,382-76.5% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 35.06% | 242.71%-207.6pp | 181.32%-146.3pp | 217.08%-182.0pp |
| Employer contribution / active EE | $2,124 | $4,015-47.1% | $3,754-43.4% | $4,299-50.6% |
| Participant deferral / active EE | $762 | $5,564-86.3% | $5,116-85.1% | $6,507-88.3% |
| Admin fee / account holder | $23 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |