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 4-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 | $22,804 | $183,519-87.6% | $155,509-85.3% | $145,922-84.4% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 15.96% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $10,892 | $5,313+105.0% | $4,672+133.1% | $4,660+133.8% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $17 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |