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 | $36,078 | $198,466-81.8% | $170,442-78.8% | $147,584-75.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.49% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,347 | $6,184-62.0% | $5,433-56.8% | $4,876-51.9% |
| Participant deferral / active EE | $1,912 | $5,629-66.0% | $4,939-61.3% | $5,439-64.8% |
| Admin fee / account holder | $110 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |