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 | $41,186 | $104,974-60.8% | $95,585-56.9% | $142,382-71.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.57% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,996 | $2,779+43.8% | $2,527+58.1% | $4,299-7.1% |
| Participant deferral / active EE | $408 | $4,352-90.6% | $4,023-89.9% | $6,507-93.7% |
| Admin fee / account holder | $68 | $6,386-98.9% | $6,127-98.9% | $12,624-99.5% |