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 9-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 | $25,125 | $150,440-83.3% | $136,294-81.6% | $147,584-83.0% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 12.02% | 1049.08%-1037.1pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,180 | $5,256-77.5% | $4,695-74.9% | $4,876-75.8% |
| Participant deferral / active EE | $1,923 | $6,630-71.0% | $6,247-69.2% | $5,439-64.6% |
| Admin fee / account holder | $12 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |