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 7-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 | $227,127 | $159,901+42.0% | $146,958+54.6% | $145,922+55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 50.27% | 98.13%-47.9pp | 418.34%-368.1pp | 561.29%-511.0pp |
| Employer contribution / active EE | $48,061 | $5,286+809.2% | $4,933+874.3% | $4,660+931.4% |
| Participant deferral / active EE | $350 | $8,428-95.8% | $8,070-95.7% | $6,688-94.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |