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 3-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 | $27,118 | $214,378-87.4% | $200,582-86.5% | $142,382-81.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.77% | 46.41%-31.6pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $11,440 | $6,841+67.2% | $6,419+78.2% | $4,299+166.1% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $186 | $17,692-98.9% | $16,305-98.9% | $12,624-98.5% |