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 | $46,620 | $198,466-76.5% | $170,442-72.6% | $147,584-68.4% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 11.23% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,253 | $6,184-47.4% | $5,433-40.1% | $4,876-33.3% |
| Participant deferral / active EE | $1,614 | $5,629-71.3% | $4,939-67.3% | $5,439-70.3% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |