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 3-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 | $141,838 | $106,584+33.1% | $101,326+40.0% | $142,382-0.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 2950.38% | 36.93%+2913.5pp | 36.82%+2913.6pp | 217.08%+2733.3pp |
| Employer contribution / active EE | $887 | $3,956-77.6% | $3,665-75.8% | $4,299-79.4% |
| Participant deferral / active EE | $1,000 | $8,297-87.9% | $7,994-87.5% | $6,507-84.6% |
| Admin fee / account holder | $203 | $11,446-98.2% | $11,185-98.2% | $12,624-98.4% |