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 | $30,534 | $118,680-74.3% | $98,907-69.1% | $158,922-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.87% | 372.35%-352.5pp | 196.43%-176.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $8,032 | $3,333+141.0% | $2,689+198.7% | $4,761+68.7% |
| Participant deferral / active EE | $1,047 | $5,088-79.4% | $4,244-75.3% | $5,982-82.5% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |