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 | $53,884 | $150,440-64.2% | $136,294-60.5% | $147,584-63.5% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 4469.16% | 1049.08%+3420.1pp | 5155.94%-686.8pp | 578.55%+3890.6pp |
| Employer contribution / active EE | $1,049 | $5,256-80.0% | $4,695-77.7% | $4,876-78.5% |
| Participant deferral / active EE | $2,057 | $6,630-69.0% | $6,247-67.1% | $5,439-62.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |