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 | $30,283 | $150,440-79.9% | $136,294-77.8% | $147,584-79.5% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 18.10% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,513 | $5,256-71.2% | $4,695-67.8% | $4,876-69.0% |
| Participant deferral / active EE | $1,932 | $6,630-70.9% | $6,247-69.1% | $5,439-64.5% |
| Admin fee / account holder | $29 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |