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 5-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 | $32,774 | $138,044-76.3% | $125,339-73.9% | $134,475-75.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | 3.47% | 750.33%-746.9pp | 572.05%-568.6pp | 417.96%-414.5pp |
| Employer contribution / active EE | $1,380 | $5,243-73.7% | $4,814-71.3% | $4,740-70.9% |
| Participant deferral / active EE | $2,478 | $7,799-68.2% | $7,446-66.7% | $6,400-61.3% |
| Admin fee / account holder | $265 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |