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 | $69,204 | $217,402-68.2% | $185,823-62.8% | $167,490-58.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.23% | 148.36%-128.1pp | 122.05%-101.8pp | 478.56%-458.3pp |
| Employer contribution / active EE | $10,313 | $5,873+75.6% | $5,167+99.6% | $4,837+113.2% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $100 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |