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 | $80,267 | $150,440-46.6% | $136,294-41.1% | $147,584-45.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.83% | 1049.08%-1024.3pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $1,382 | $5,256-73.7% | $4,695-70.6% | $4,876-71.7% |
| Participant deferral / active EE | $2,072 | $6,630-68.8% | $6,247-66.8% | $5,439-61.9% |
| Admin fee / account holder | $20 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |