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 4-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 | $126,826 | $198,466-36.1% | $170,442-25.6% | $147,584-14.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.17% | 257.29%-244.1pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $7,563 | $6,184+22.3% | $5,433+39.2% | $4,876+55.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $204 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |