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 8-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 | $32,183 | $165,335-80.5% | $149,696-78.5% | $158,922-79.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.50% | 348.15%-329.6pp | 276.60%-258.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,787 | $5,103-65.0% | $4,644-61.5% | $4,761-62.5% |
| Participant deferral / active EE | $1,787 | $7,181-75.1% | $6,842-73.9% | $5,982-70.1% |
| Admin fee / account holder | $63 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |