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 | $135,986 | $159,901-15.0% | $146,958-7.5% | $145,922-6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $11,750 | $5,286+122.3% | $4,933+138.2% | $4,660+152.2% |
| Participant deferral / active EE | $700 | $8,428-91.7% | $8,070-91.3% | $6,688-89.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |