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 | $159,934+42.0% | $147,005+54.5% | $145,959+55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 50.27% | 98.24%-48.0pp | 418.76%-368.5pp | 561.95%-511.7pp |
| Employer contribution / active EE | $48,061 | $5,287+809.0% | $4,934+874.0% | $4,661+931.2% |
| Participant deferral / active EE | $350 | $8,427-95.8% | $8,070-95.7% | $6,689-94.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |