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 5-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 | $49,203 | $165,984-70.4% | $164,813-70.1% | $145,922-66.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 28.56% | 100.03%-71.5pp | 69.93%-41.4pp | 561.29%-532.7pp |
| Employer contribution / active EE | $15,517 | $5,273+194.3% | $4,341+257.5% | $4,660+233.0% |
| Participant deferral / active EE | $1,286 | $6,959-81.5% | $6,031-78.7% | $6,688-80.8% |
| Admin fee / account holder | $66 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |