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 | $50,043 | $171,865-70.9% | $149,718-66.6% | $147,584-66.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.62% | 2113.22%-2097.6pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,913 | $6,275-69.5% | $5,445-64.9% | $4,876-60.8% |
| Participant deferral / active EE | $596 | $7,271-91.8% | $6,569-90.9% | $5,439-89.0% |
| Admin fee / account holder | $35 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |