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 | $58,378 | $150,440-61.2% | $136,294-57.2% | $147,584-60.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.84% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,792 | $5,256-46.9% | $4,695-40.5% | $4,876-42.7% |
| Participant deferral / active EE | $1,321 | $6,630-80.1% | $6,247-78.9% | $5,439-75.7% |
| Admin fee / account holder | $292 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |