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 | $53,245 | $201,272-73.5% | $184,203-71.1% | $145,922-63.5% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 23.43% | 29.00%-5.6pp | 28.81%-5.4pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,932 | $7,022-58.2% | $6,427-54.4% | $4,660-37.1% |
| Participant deferral / active EE | $808 | $9,806-91.8% | $9,131-91.1% | $6,688-87.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |