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 4-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 | $29,656 | $183,519-83.8% | $155,509-80.9% | $145,922-79.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.66% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,712 | $5,313-67.8% | $4,672-63.4% | $4,660-63.3% |
| Participant deferral / active EE | $1,731 | $6,462-73.2% | $5,626-69.2% | $6,688-74.1% |
| Admin fee / account holder | $97 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |