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 | $233,705 | $109,817+112.8% | $98,442+137.4% | $167,490+39.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.93% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $514 | $4,673-89.0% | $4,276-88.0% | $6,341-91.9% |
| Admin fee / account holder | $12 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |