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 5-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 | $17,357 | $183,592-90.5% | $155,567-88.8% | $145,959-88.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $8,871 | $5,315+66.9% | $4,674+89.8% | $4,661+90.3% |
| Participant deferral / active EE | $624 | $6,464-90.4% | $5,628-88.9% | $6,689-90.7% |
| Admin fee / account holder | $184 | $19,318-99.0% | $15,916-98.8% | $13,398-98.6% |