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 6-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 | $36,536 | $173,345-78.9% | $136,007-73.1% | $145,922-75.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.54% | 1163.32%-1148.8pp | 579.32%-564.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,611 | $5,278-69.5% | $4,217-61.8% | $4,660-65.4% |
| Participant deferral / active EE | $1,870 | $8,699-78.5% | $7,025-73.4% | $6,688-72.0% |
| Admin fee / account holder | $99 | $9,954-99.0% | $6,858-98.6% | $13,397-99.3% |