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 5-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 | $23,306 | $111,535-79.1% | $105,223-77.9% | $137,256-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 1006.75% | 237.85%+768.9pp | 180.65%+826.1pp | 220.34%+786.4pp |
| Employer contribution / active EE | $3,322 | $3,939-15.7% | $3,689-9.9% | $4,156-20.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $138 | $9,721-98.6% | $8,859-98.4% | $12,270-98.9% |