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 | $113,855 | $133,922-15.0% | $116,228-2.0% | $142,382-20.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.87% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,484 | $3,446+146.2% | $2,994+183.3% | $4,299+97.3% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $256 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |