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 | $138,784 | $99,020+40.2% | $86,590+60.3% | $147,584-6.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 28.39% | 1312.34%-1283.9pp | 964.84%-936.5pp | 578.55%-550.2pp |
| Employer contribution / active EE | $167 | $3,132-94.7% | $2,839-94.1% | $4,876-96.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |