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 | $48,783 | $144,119-66.2% | $117,854-58.6% | $147,584-66.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.74% | 531.15%-514.4pp | 335.08%-318.3pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,866 | $4,896-61.9% | $3,786-50.7% | $4,876-61.7% |
| Participant deferral / active EE | $1,300 | $5,316-75.5% | $4,482-71.0% | $5,439-76.1% |
| Admin fee / account holder | $281 | $10,886-97.4% | $8,020-96.5% | $10,885-97.4% |