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 | $31,806 | $181,894-82.5% | $156,549-79.7% | $273,961-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 463.26% | 30.74%+432.5pp | 32.23%+431.0pp | 41.45%+421.8pp |
| Employer contribution / active EE | $1,866 | $6,248-70.1% | $5,501-66.1% | $4,869-61.7% |
| Participant deferral / active EE | $487 | $5,550-91.2% | $4,871-90.0% | $5,287-90.8% |
| Admin fee / account holder | $268 | $15,559-98.3% | $13,027-97.9% | $10,132-97.4% |