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 | $198,825 | $177,572+12.0% | $154,803+28.4% | $142,382+39.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 532.04% | 65.07%+467.0pp | 58.88%+473.2pp | 217.08%+315.0pp |
| Employer contribution / active EE | $1,129 | $4,810-76.5% | $4,305-73.8% | $4,299-73.7% |
| Participant deferral / active EE | $1,308 | $6,272-79.1% | $5,540-76.4% | $6,507-79.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |