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 | $42,270 | $98,750-57.2% | $149,696-71.8% | $79,858-47.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 16.19% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $5,291 | $3,216+64.5% | $4,644+13.9% | $2,471+114.2% |
| Participant deferral / active EE | $1,031 | $5,680-81.8% | $6,842-84.9% | $3,740-72.4% |
| Admin fee / account holder | $94 | $6,053-98.5% | $9,309-99.0% | $5,306-98.2% |