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 | $107,730 | $150,440-28.4% | $136,294-21.0% | $147,584-27.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 20.84% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,005 | $5,256-80.9% | $4,695-78.6% | $4,876-79.4% |
| Participant deferral / active EE | $1,964 | $6,630-70.4% | $6,247-68.6% | $5,439-63.9% |
| Admin fee / account holder | $214 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |