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 4-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 | $177,415 | $94,752+87.2% | $112,887+57.2% | $139,434+27.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 40.88%-28.7pp | 34.10%-21.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $7,968 | $4,625+72.3% | $4,563+74.6% | $4,751+67.7% |
| Participant deferral / active EE | $1,436 | $6,512-78.0% | $6,513-78.0% | $6,710-78.6% |
| Admin fee / account holder | $14 | $8,527-99.8% | $7,047-99.8% | $11,403-99.9% |