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 | $114,919 | $105,998+8.4% | $92,233+24.6% | $147,584-22.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.69% | 50.05%-23.4pp | 176.28%-149.6pp | 578.55%-551.9pp |
| Employer contribution / active EE | $13,660 | $4,333+215.3% | $3,679+271.3% | $4,876+180.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |