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 | $33,230 | $73,933-55.1% | $96,683-65.6% | $75,163-55.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 511.75% | 26.70%+485.0pp | 35.69%+476.1pp | 160.62%+351.1pp |
| Employer contribution / active EE | $6,475 | $2,928+121.1% | $3,737+73.3% | $2,670+142.5% |
| Participant deferral / active EE | $80 | $3,659-97.8% | $4,878-98.4% | $4,125-98.0% |
| Admin fee / account holder | $29 | $5,216-99.5% | $6,730-99.6% | $5,651-99.5% |