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 7-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 | $59,887 | $82,630-27.5% | $64,105-6.6% | $125,391-52.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 68.2%+3.3pp | 83.2%-11.8pp |
| Annual return | 19.27% | 1489.72%-1470.4pp | 791.24%-772.0pp | 282.22%-263.0pp |
| Employer contribution / active EE | $513 | $2,671-80.8% | $1,820-71.8% | $4,866-89.5% |
| Participant deferral / active EE | $621 | $3,608-82.8% | $2,822-78.0% | $5,352-88.4% |
| Admin fee / account holder | $115 | $6,382-98.2% | $4,499-97.4% | $9,540-98.8% |