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 | $188,603 | $138,044+36.6% | $125,339+50.5% | $134,475+40.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 90.04% | 750.33%-660.3pp | 572.05%-482.0pp | 417.96%-327.9pp |
| Employer contribution / active EE | $10,325 | $5,243+96.9% | $4,814+114.5% | $4,740+117.8% |
| Participant deferral / active EE | $2,009 | $7,799-74.2% | $7,446-73.0% | $6,400-68.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |