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 5-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 | $51,667 | $163,101-68.3% | $136,749-62.2% | $142,382-63.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.36% | 27.54%-10.2pp | 24.33%-7.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $7,500 | $4,117+82.2% | $3,400+120.6% | $4,299+74.5% |
| Participant deferral / active EE | $710 | $5,585-87.3% | $4,692-84.9% | $6,507-89.1% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |