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 | $10,811 | $114,381-90.5% | $107,525-89.9% | $142,382-92.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 20.94% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $909 | $4,015-77.4% | $3,754-75.8% | $4,299-78.9% |
| Participant deferral / active EE | $1,261 | $5,564-77.3% | $5,116-75.4% | $6,507-80.6% |
| Admin fee / account holder | $21 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |