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 | $18,311 | $90,600-79.8% | $79,464-77.0% | $135,375-86.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 16.67% | 977.43%-960.8pp | 718.14%-701.5pp | 519.73%-503.1pp |
| Employer contribution / active EE | $10,868 | $3,068+254.3% | $2,800+288.1% | $4,779+127.4% |
| Participant deferral / active EE | $183 | $4,050-95.5% | $3,704-95.1% | $5,609-96.7% |
| Admin fee / account holder | $46 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |