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 9-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 | $236,248 | $185,200+27.6% | $142,863+65.4% | $167,490+41.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.23% | 8555.70%-8541.5pp | 5637.54%-5623.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $31,684 | $5,604+465.3% | $4,144+664.6% | $4,837+555.0% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $20 | $8,031-99.8% | $6,560-99.7% | $12,309-99.8% |