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 7-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 | $54,529 | $176,377-69.1% | $134,143-59.4% | $158,922-65.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 340.10% | 63.63%+276.5pp | 36.33%+303.8pp | 302.83%+37.3pp |
| Employer contribution / active EE | $9,000 | $5,040+78.6% | $3,704+143.0% | $4,761+89.0% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $150 | $8,718-98.3% | $6,684-97.8% | $11,246-98.7% |