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 | $108,000 | $183,963-41.3% | $162,163-33.4% | $152,861-29.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.24% | 150.76%-132.5pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $31,086 | $6,371+388.0% | $5,614+453.8% | $4,762+552.8% |
| Participant deferral / active EE | $1,000 | $8,034-87.6% | $7,298-86.3% | $5,850-82.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |