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 9-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 | $41,212 | $117,859-65.0% | $102,438-59.8% | $145,959-71.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 15.77% | 31.72%-16.0pp | 29.37%-13.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,041 | $3,615-71.2% | $3,024-65.6% | $4,661-77.7% |
| Participant deferral / active EE | $1,324 | $5,732-76.9% | $5,054-73.8% | $6,689-80.2% |
| Admin fee / account holder | $27 | $13,318-99.8% | $9,448-99.7% | $13,398-99.8% |