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 | $43,238 | $209,411-79.4% | $178,490-75.8% | $158,922-72.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.46% | 188.75%-163.3pp | 151.07%-125.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $4,434 | $5,706-22.3% | $5,011-11.5% | $4,761-6.9% |
| Participant deferral / active EE | $1,677 | $5,954-71.8% | $5,202-67.8% | $5,982-72.0% |
| Admin fee / account holder | $33 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |