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 | $66,737 | $176,812-62.3% | $146,665-54.5% | $167,490-60.2% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 26.06% | 24.03%+2.0pp | 22.74%+3.3pp | 478.56%-452.5pp |
| Employer contribution / active EE | $2,573 | $5,160-50.1% | $4,136-37.8% | $4,837-46.8% |
| Participant deferral / active EE | $1,750 | $6,440-72.8% | $5,506-68.2% | $6,341-72.4% |
| Admin fee / account holder | $8 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |