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 | $21,588 | $88,710-75.7% | $81,783-73.6% | $145,959-85.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.75% | 1027.26%-1014.5pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,512 | $3,083-51.0% | $2,913-48.1% | $4,661-67.6% |
| Participant deferral / active EE | $552 | $4,645-88.1% | $4,320-87.2% | $6,689-91.8% |
| Admin fee / account holder | $63 | $8,407-99.3% | $7,380-99.2% | $13,398-99.5% |