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 | $61,697 | $209,832-70.6% | $189,513-67.4% | $167,490-63.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 115.30% | 748.27%-633.0pp | 555.15%-439.8pp | 478.56%-363.3pp |
| Employer contribution / active EE | $1,845 | $6,914-73.3% | $6,162-70.1% | $4,837-61.9% |
| Participant deferral / active EE | $2,688 | $8,935-69.9% | $8,221-67.3% | $6,341-57.6% |
| Admin fee / account holder | $115 | $14,293-99.2% | $12,045-99.0% | $12,309-99.1% |