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 | $21,361 | $93,024-77.0% | $77,024-72.3% | $134,475-84.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 157.67% | 62.60%+95.1pp | 42.32%+115.4pp | 417.96%-260.3pp |
| Employer contribution / active EE | $575 | $3,418-83.2% | $2,812-79.6% | $4,740-87.9% |
| Participant deferral / active EE | $575 | $5,238-89.0% | $4,426-87.0% | $6,400-91.0% |
| Admin fee / account holder | $118 | $6,944-98.3% | $5,425-97.8% | $11,426-99.0% |