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 7-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 | $71,598 | $159,901-55.2% | $146,958-51.3% | $145,922-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.96% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $5,950 | $5,286+12.6% | $4,933+20.6% | $4,660+27.7% |
| Participant deferral / active EE | $1,171 | $8,428-86.1% | $8,070-85.5% | $6,688-82.5% |
| Admin fee / account holder | $257 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |