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 7-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 | $21,196 | $180,749-88.3% | $160,784-86.8% | $137,256-84.6% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.0%+15.4pp | 80.0%+12.3pp |
| Annual return | 38.14% | 2234.46%-2196.3pp | 1803.92%-1765.8pp | 220.34%-182.2pp |
| Employer contribution / active EE | $548 | $4,155-86.8% | $3,733-85.3% | $4,156-86.8% |
| Participant deferral / active EE | $1,027 | $6,844-85.0% | $6,293-83.7% | $6,407-84.0% |
| Admin fee / account holder | $31 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |