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 | $77,571 | $144,119-46.2% | $117,854-34.2% | $147,584-47.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.83% | 531.15%-512.3pp | 335.08%-316.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,474 | $4,896-49.5% | $3,786-34.7% | $4,876-49.3% |
| Participant deferral / active EE | $1,075 | $5,316-79.8% | $4,482-76.0% | $5,439-80.2% |
| Admin fee / account holder | $138 | $10,886-98.7% | $8,020-98.3% | $10,885-98.7% |