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 | $39,658 | $226,064-82.5% | $182,532-78.3% | $152,861-74.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.53% | 192.51%-160.0pp | 148.54%-116.0pp | 345.32%-312.8pp |
| Employer contribution / active EE | $8,764 | $4,978+76.0% | $4,076+115.0% | $4,762+84.0% |
| Participant deferral / active EE | $1,106 | $6,368-82.6% | $5,524-80.0% | $5,850-81.1% |
| Admin fee / account holder | $142 | $10,703-98.7% | $8,592-98.4% | $11,596-98.8% |