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 | $143,394 | $69,207+107.2% | $64,056+123.9% | $139,434+2.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.05% | 45.88%-26.8pp | 33.69%-14.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $8,675 | $3,182+172.6% | $2,747+215.9% | $4,751+82.6% |
| Participant deferral / active EE | $183 | $4,682-96.1% | $3,880-95.3% | $6,710-97.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |