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 6-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 | $49,237 | $185,822-73.5% | $169,993-71.0% | $139,434-64.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.69% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $11,381 | $7,590+50.0% | $6,785+67.7% | $4,751+139.6% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $221 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |