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 | $33,899 | $202,318-83.2% | $172,739-80.4% | $152,861-77.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 86.38% | 1029.65%-943.3pp | 802.84%-716.5pp | 345.32%-258.9pp |
| Employer contribution / active EE | $5,091 | $5,856-13.1% | $5,143-1.0% | $4,762+6.9% |
| Participant deferral / active EE | $1,841 | $5,948-69.0% | $5,198-64.6% | $5,850-68.5% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |