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 8-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 | $38,536 | $217,402-82.3% | $185,823-79.3% | $167,490-77.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.13% | 148.36%-139.2pp | 122.05%-112.9pp | 478.56%-469.4pp |
| Employer contribution / active EE | $5,840 | $5,873-0.6% | $5,167+13.0% | $4,837+20.7% |
| Participant deferral / active EE | $1,876 | $6,356-70.5% | $5,568-66.3% | $6,341-70.4% |
| Admin fee / account holder | $187 | $19,811-99.1% | $16,237-98.8% | $12,309-98.5% |