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 | $36,819 | $144,119-74.5% | $117,854-68.8% | $147,584-75.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.03% | 531.15%-513.1pp | 335.08%-317.0pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,456 | $4,896-70.3% | $3,786-61.5% | $4,876-70.1% |
| Participant deferral / active EE | $1,540 | $5,316-71.0% | $4,482-65.6% | $5,439-71.7% |
| Admin fee / account holder | $29 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |