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 4-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 | $8,747 | $111,535-92.2% | $105,223-91.7% | $137,256-93.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.78% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,146 | $3,939-70.9% | $3,689-68.9% | $4,156-72.4% |
| Participant deferral / active EE | $1,156 | $5,500-79.0% | $5,072-77.2% | $6,407-82.0% |
| Admin fee / account holder | $4 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |