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 | $44,103 | $157,256-72.0% | $141,162-68.8% | $152,861-71.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.06% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,811 | $5,261-46.6% | $4,735-40.6% | $4,762-41.0% |
| Participant deferral / active EE | $1,704 | $7,109-76.0% | $6,709-74.6% | $5,850-70.9% |
| Admin fee / account holder | $8 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |