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 | $17,448 | $159,901-89.1% | $146,958-88.1% | $145,922-88.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 177.41% | 98.13%+79.3pp | 418.34%-240.9pp | 561.29%-383.9pp |
| Employer contribution / active EE | $1,589 | $5,286-69.9% | $4,933-67.8% | $4,660-65.9% |
| Participant deferral / active EE | $2,412 | $8,428-71.4% | $8,070-70.1% | $6,688-63.9% |
| Admin fee / account holder | $26 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |