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 | $21,667 | $148,534-85.4% | $135,903-84.1% | $139,434-84.5% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 31.14% | 79.19%-48.1pp | 68.23%-37.1pp | 372.94%-341.8pp |
| Employer contribution / active EE | $2,052 | $5,243-60.9% | $4,856-57.8% | $4,751-56.8% |
| Participant deferral / active EE | $2,457 | $8,100-69.7% | $7,758-68.3% | $6,710-63.4% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |