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 6-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 | $37,670 | $117,983-68.1% | $101,794-63.0% | $142,382-73.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.50% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,029 | $2,773+45.3% | $2,289+76.0% | $4,299-6.3% |
| Participant deferral / active EE | $916 | $4,714-80.6% | $4,084-77.6% | $6,507-85.9% |
| Admin fee / account holder | $77 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |