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 | $27,538 | $217,402-87.3% | $185,823-85.2% | $167,490-83.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.34% | 148.36%-118.0pp | 122.05%-91.7pp | 478.56%-448.2pp |
| Employer contribution / active EE | $2,422 | $5,873-58.8% | $5,167-53.1% | $4,837-49.9% |
| Participant deferral / active EE | $784 | $6,356-87.7% | $5,568-85.9% | $6,341-87.6% |
| Admin fee / account holder | $45 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |