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 | $23,030 | $138,065-83.3% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 14.07% | 153.68%-139.6pp | 119.20%-105.1pp | 519.73%-505.7pp |
| Employer contribution / active EE | $1,768 | $5,151-65.7% | $4,628-61.8% | $4,779-63.0% |
| Participant deferral / active EE | $1,793 | $6,799-73.6% | $6,426-72.1% | $5,609-68.0% |
| Admin fee / account holder | $10 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |