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 | $32,938 | $165,335-80.1% | $149,696-78.0% | $158,922-79.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 24.46% | 348.15%-323.7pp | 276.60%-252.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,911 | $5,103-62.5% | $4,644-58.8% | $4,761-59.9% |
| Participant deferral / active EE | $1,997 | $7,181-72.2% | $6,842-70.8% | $5,982-66.6% |
| Admin fee / account holder | $24 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |