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 | $29,667 | $99,020-70.0% | $86,590-65.7% | $147,584-79.9% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 12.09% | 1312.34%-1300.2pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $5,727 | $3,132+82.9% | $2,839+101.7% | $4,876+17.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $132 | $5,710-97.7% | $4,906-97.3% | $10,885-98.8% |