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 4-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 | $18,900 | $210,648-91.0% | $177,989-89.4% | $145,922-87.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.52% | 385.86%-372.3pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,504 | $4,565-67.1% | $3,949-61.9% | $4,660-67.7% |
| Participant deferral / active EE | $1,249 | $6,958-82.1% | $6,276-80.1% | $6,688-81.3% |
| Admin fee / account holder | $73 | $12,013-99.4% | $10,363-99.3% | $13,397-99.5% |