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 10-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 | $142,306 | $71,829+98.1% | $69,780+103.9% | $142,382-0.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 16.45% | 31.01%-14.6pp | 26.31%-9.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $9,409 | $4,385+114.6% | $4,168+125.7% | $4,299+118.9% |
| Participant deferral / active EE | $792 | $6,819-88.4% | $6,164-87.2% | $6,507-87.8% |
| Admin fee / account holder | $0 | $7,818-100.0% | $7,285-100.0% | $12,624-100.0% |