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 3-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 | $52,228 | $159,602-67.3% | $150,045-65.2% | $142,382-63.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 26.47% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $11,468 | $4,961+131.2% | $4,693+144.4% | $4,299+166.8% |
| Participant deferral / active EE | $2,464 | $8,310-70.4% | $7,997-69.2% | $6,507-62.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |