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 | $18,520 | $114,381-83.8% | $107,525-82.8% | $142,382-87.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 15.87% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,217 | $4,015-69.7% | $3,754-67.6% | $4,299-71.7% |
| Participant deferral / active EE | $1,333 | $5,564-76.1% | $5,116-74.0% | $6,507-79.5% |
| Admin fee / account holder | $203 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |