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 | $40,419 | $214,378-81.1% | $200,582-79.8% | $142,382-71.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.38% | 46.41%-27.0pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,122 | $6,841-69.0% | $6,419-66.9% | $4,299-50.6% |
| Participant deferral / active EE | $2,582 | $9,865-73.8% | $9,331-72.3% | $6,507-60.3% |
| Admin fee / account holder | $42 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |