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 | $40,099 | $150,197-73.3% | $120,368-66.7% | $145,959-72.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.32% | 154.26%-143.9pp | 107.26%-96.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,408 | $4,350-67.6% | $3,465-59.4% | $4,661-69.8% |
| Participant deferral / active EE | $725 | $6,174-88.3% | $4,991-85.5% | $6,689-89.2% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |