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 | $189,613-88.8% | $167,512-87.3% | $142,382-85.1% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 38.14% | 2024.68%-1986.5pp | 1615.79%-1577.7pp | 217.08%-178.9pp |
| Employer contribution / active EE | $548 | $4,349-87.4% | $3,882-85.9% | $4,299-87.3% |
| Participant deferral / active EE | $1,027 | $6,981-85.3% | $6,405-84.0% | $6,507-84.2% |
| Admin fee / account holder | $31 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |