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 | $31,977 | $150,440-78.7% | $136,294-76.5% | $147,584-78.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.87% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,446 | $5,256-72.5% | $4,695-69.2% | $4,876-70.3% |
| Participant deferral / active EE | $1,880 | $6,630-71.6% | $6,247-69.9% | $5,439-65.4% |
| Admin fee / account holder | $298 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |