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 | $247,168 | $152,509+62.1% | $117,472+110.4% | $134,475+83.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.50% | 52.99%-62.5pp | 29.74%-39.2pp | 417.96%-427.5pp |
| Employer contribution / active EE | $33,358 | $5,571+498.8% | $4,176+698.8% | $4,740+603.8% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |