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 | $45,024 | $175,202-74.3% | $149,673-69.9% | $139,434-67.7% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 20.66% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,173 | $5,474-60.3% | $4,818-54.9% | $4,751-54.3% |
| Participant deferral / active EE | $425 | $6,519-93.5% | $5,680-92.5% | $6,710-93.7% |
| Admin fee / account holder | $148 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |