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 | $22,714 | $157,256-85.6% | $141,162-83.9% | $152,861-85.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 47.68% | 64.32%-16.6pp | 71.39%-23.7pp | 345.32%-297.6pp |
| Employer contribution / active EE | $12,581 | $5,261+139.1% | $4,735+165.7% | $4,762+164.2% |
| Participant deferral / active EE | $383 | $7,109-94.6% | $6,709-94.3% | $5,850-93.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |