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 3-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 | $60,243 | $114,381-47.3% | $107,525-44.0% | $142,382-57.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.45% | 242.71%-217.3pp | 181.32%-155.9pp | 217.08%-191.6pp |
| Employer contribution / active EE | $52,000 | $4,015+1195.3% | $3,754+1285.4% | $4,299+1109.6% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $84 | $9,860-99.1% | $8,919-99.1% | $12,624-99.3% |