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 | $28,369 | $127,386-77.7% | $115,037-75.3% | $125,391-77.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 35.43% | 31.28%+4.2pp | 26.14%+9.3pp | 282.22%-246.8pp |
| Employer contribution / active EE | $1,859 | $5,166-64.0% | $4,608-59.7% | $4,866-61.8% |
| Participant deferral / active EE | $1,543 | $6,423-76.0% | $6,026-74.4% | $5,352-71.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |