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 | $22,228 | $177,572-87.5% | $154,803-85.6% | $142,382-84.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 30.31% | 65.07%-34.8pp | 58.88%-28.6pp | 217.08%-186.8pp |
| Employer contribution / active EE | $1,574 | $4,810-67.3% | $4,305-63.4% | $4,299-63.4% |
| Participant deferral / active EE | $1,250 | $6,272-80.1% | $5,540-77.4% | $6,507-80.8% |
| Admin fee / account holder | $179 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |