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 4-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 | $41,570 | $106,584-61.0% | $101,326-59.0% | $142,382-70.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 24.29% | 36.93%-12.6pp | 36.82%-12.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,063 | $3,956-47.8% | $3,665-43.7% | $4,299-52.0% |
| Participant deferral / active EE | $1,304 | $8,297-84.3% | $7,994-83.7% | $6,507-80.0% |
| Admin fee / account holder | $19 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |