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 3-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 | $49,398 | $159,901-69.1% | $146,958-66.4% | $145,922-66.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 310.05% | 98.13%+211.9pp | 418.34%-108.3pp | 561.29%-251.2pp |
| Employer contribution / active EE | $2,211 | $5,286-58.2% | $4,933-55.2% | $4,660-52.5% |
| Participant deferral / active EE | $2,525 | $8,428-70.0% | $8,070-68.7% | $6,688-62.2% |
| Admin fee / account holder | $42 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |