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 | $37,659 | $100,852-62.7% | $90,404-58.3% | $158,922-76.3% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 23.49% | 1724.20%-1700.7pp | 1293.02%-1269.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,233 | $3,689-66.6% | $3,262-62.2% | $4,761-74.1% |
| Participant deferral / active EE | $298 | $4,348-93.1% | $3,963-92.5% | $5,982-95.0% |
| Admin fee / account holder | $102 | $6,501-98.4% | $5,611-98.2% | $11,246-99.1% |