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 3-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 | $68,509 | $114,381-40.1% | $107,525-36.3% | $142,382-51.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.85% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,108 | $4,015-72.4% | $3,754-70.5% | $4,299-74.2% |
| Participant deferral / active EE | $1,300 | $5,564-76.6% | $5,116-74.6% | $6,507-80.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |