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 | $81,056 | $202,318-59.9% | $172,739-53.1% | $152,861-47.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 18.60% | 1029.65%-1011.1pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,552 | $5,856-73.5% | $5,143-69.8% | $4,762-67.4% |
| Participant deferral / active EE | $1,882 | $5,948-68.4% | $5,198-63.8% | $5,850-67.8% |
| Admin fee / account holder | $164 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |