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 | $53,733 | $171,865-68.7% | $149,718-64.1% | $147,584-63.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.79% | 2113.22%-2098.4pp | 1501.63%-1486.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,866 | $6,275-54.3% | $5,445-47.4% | $4,876-41.2% |
| Participant deferral / active EE | $2,285 | $7,271-68.6% | $6,569-65.2% | $5,439-58.0% |
| Admin fee / account holder | $21 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |