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 | $52,881 | $150,440-64.8% | $136,294-61.2% | $147,584-64.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.90% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,860 | $5,256-64.6% | $4,695-60.4% | $4,876-61.9% |
| Participant deferral / active EE | $2,100 | $6,630-68.3% | $6,247-66.4% | $5,439-61.4% |
| Admin fee / account holder | $278 | $10,905-97.5% | $9,243-97.0% | $10,885-97.4% |