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 5-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 | $62,561 | $189,613-67.0% | $167,512-62.7% | $142,382-56.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.65% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,588 | $4,349+28.5% | $3,882+44.0% | $4,299+30.0% |
| Participant deferral / active EE | $429 | $6,981-93.9% | $6,405-93.3% | $6,507-93.4% |
| Admin fee / account holder | $44 | $10,528-99.6% | $9,769-99.5% | $12,624-99.7% |