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 | $64,333 | $171,865-62.6% | $149,718-57.0% | $147,584-56.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.17% | 2113.22%-2100.0pp | 1501.63%-1488.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $3,050 | $6,275-51.4% | $5,445-44.0% | $4,876-37.5% |
| Participant deferral / active EE | $541 | $7,271-92.6% | $6,569-91.8% | $5,439-90.1% |
| Admin fee / account holder | $211 | $13,799-98.5% | $11,283-98.1% | $10,885-98.1% |