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 | $32,128 | $144,119-77.7% | $117,854-72.7% | $147,584-78.2% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 12.69% | 531.15%-518.5pp | 335.08%-322.4pp | 578.55%-565.9pp |
| Employer contribution / active EE | $919 | $4,896-81.2% | $3,786-75.7% | $4,876-81.2% |
| Participant deferral / active EE | $610 | $5,316-88.5% | $4,482-86.4% | $5,439-88.8% |
| Admin fee / account holder | $148 | $10,886-98.6% | $8,020-98.2% | $10,885-98.6% |