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 | $67,968 | $171,865-60.5% | $149,718-54.6% | $147,584-53.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.82% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,063 | $6,275-67.1% | $5,445-62.1% | $4,876-57.7% |
| Participant deferral / active EE | $2,063 | $7,271-71.6% | $6,569-68.6% | $5,439-62.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |