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 | $29,648 | $150,440-80.3% | $136,294-78.2% | $147,584-79.9% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 11.77% | 1049.08%-1037.3pp | 5155.94%-5144.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,619 | $5,256-69.2% | $4,695-65.5% | $4,876-66.8% |
| Participant deferral / active EE | $35 | $6,630-99.5% | $6,247-99.4% | $5,439-99.4% |
| Admin fee / account holder | $78 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |