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 | $154,345 | $124,185+24.3% | $108,410+42.4% | $167,490-7.8% |
| Participation rate | 86.7% | 82.3%+4.4pp | 80.1%+6.5pp | 82.1%+4.6pp |
| Annual return | 15.89% | 1379.64%-1363.7pp | 905.27%-889.4pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,858 | $4,187-55.6% | $3,558-47.8% | $4,837-61.6% |
| Participant deferral / active EE | $1,721 | $6,908-75.1% | $6,563-73.8% | $6,341-72.9% |
| Admin fee / account holder | $49 | $9,455-99.5% | $7,295-99.3% | $12,309-99.6% |