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 10-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 | $66,638 | $198,466-66.4% | $170,442-60.9% | $147,584-54.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.31% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $32,443 | $6,184+424.7% | $5,433+497.2% | $4,876+565.3% |
| Participant deferral / active EE | $120 | $5,629-97.9% | $4,939-97.6% | $5,439-97.8% |
| Admin fee / account holder | $90 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |