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 | $47,997 | $171,865-72.1% | $149,718-67.9% | $147,584-67.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.70% | 2113.22%-2103.5pp | 1501.63%-1491.9pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,360 | $6,275-78.3% | $5,445-75.0% | $4,876-72.1% |
| Participant deferral / active EE | $1,474 | $7,271-79.7% | $6,569-77.6% | $5,439-72.9% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |