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 4-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 | $35,046 | $127,065-72.4% | $113,168-69.0% | $142,382-75.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.44% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $11,470 | $3,442+233.2% | $2,975+285.5% | $4,299+166.8% |
| Participant deferral / active EE | $1,466 | $5,716-74.4% | $5,107-71.3% | $6,507-77.5% |
| Admin fee / account holder | $250 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |