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 4-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 | $40,201 | $169,032-76.2% | $129,207-68.9% | $145,922-72.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.47% | 14330.11%-14317.6pp | 9417.33%-9404.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,802 | $5,537+22.9% | $4,153+63.8% | $4,660+46.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $273 | $9,954-97.3% | $7,715-96.5% | $13,397-98.0% |