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 | $24,435 | $209,336-88.3% | $197,124-87.6% | $137,256-82.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.79% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,608 | $6,591-60.4% | $6,227-58.1% | $4,156-37.3% |
| Participant deferral / active EE | $2,608 | $9,614-72.9% | $9,135-71.5% | $6,407-59.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |