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 | $82,775 | $179,726-53.9% | $156,263-47.0% | $142,382-41.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 28.74% | 77.86%-49.1pp | 59.47%-30.7pp | 217.08%-188.3pp |
| Employer contribution / active EE | $21,711 | $5,069+328.3% | $4,333+401.1% | $4,299+405.0% |
| Participant deferral / active EE | $1,604 | $6,956-76.9% | $6,158-73.9% | $6,507-75.3% |
| Admin fee / account holder | $87 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |