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 | $70,565 | $109,817-35.7% | $98,442-28.3% | $167,490-57.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.93% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $16,648 | $3,224+416.4% | $2,960+462.5% | $4,837+244.2% |
| Participant deferral / active EE | $714 | $4,673-84.7% | $4,276-83.3% | $6,341-88.7% |
| Admin fee / account holder | $62 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |