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 | $60,273 | $138,044-56.3% | $125,339-51.9% | $134,475-55.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.69% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $11,189 | $5,243+113.4% | $4,814+132.5% | $4,740+136.1% |
| Participant deferral / active EE | $1,462 | $7,799-81.2% | $7,446-80.4% | $6,400-77.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |