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 9-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 | $41,539 | $203,436-79.6% | $152,466-72.8% | $167,490-75.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 14.44% | 13.80%+0.6pp | 757.33%-742.9pp | 478.56%-464.1pp |
| Employer contribution / active EE | $34,375 | $5,220+558.5% | $4,327+694.5% | $4,837+610.6% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,341-100.0% |
| Admin fee / account holder | $193 | $22,506-99.1% | $15,805-98.8% | $12,309-98.4% |