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 | $53,464 | $150,440-64.5% | $136,294-60.8% | $147,584-63.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.91% | 1049.08%-1021.2pp | 5155.94%-5128.0pp | 578.55%-550.6pp |
| Employer contribution / active EE | $26,262 | $5,256+399.6% | $4,695+459.3% | $4,876+438.6% |
| Participant deferral / active EE | $1,893 | $6,630-71.5% | $6,247-69.7% | $5,439-65.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |