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 | $111,535-83.4% | $105,223-82.4% | $137,256-86.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 15.87% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,217 | $3,939-69.1% | $3,689-67.0% | $4,156-70.7% |
| Participant deferral / active EE | $1,333 | $5,500-75.8% | $5,072-73.7% | $6,407-79.2% |
| Admin fee / account holder | $203 | $9,721-97.9% | $8,859-97.7% | $12,270-98.3% |