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 | $50,295 | $150,440-66.6% | $136,294-63.1% | $147,584-65.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.14% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,940 | $5,256-63.1% | $4,695-58.7% | $4,876-60.2% |
| Participant deferral / active EE | $831 | $6,630-87.5% | $6,247-86.7% | $5,439-84.7% |
| Admin fee / account holder | $49 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |