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 | $119,795 | $70,756+69.3% | $65,493+82.9% | $142,382-15.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.96% | 1754.89%-1739.9pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,534 | $2,881+92.1% | $2,574+115.0% | $4,299+28.7% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $120 | $6,559-98.2% | $5,028-97.6% | $12,624-99.0% |