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 | $41,796 | $171,865-75.7% | $149,718-72.1% | $147,584-71.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.39% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,935 | $6,275-69.2% | $5,445-64.5% | $4,876-60.3% |
| Participant deferral / active EE | $2,524 | $7,271-65.3% | $6,569-61.6% | $5,439-53.6% |
| Admin fee / account holder | $9 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |