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 | $221,033 | $185,822+18.9% | $169,993+30.0% | $139,434+58.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.02% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $11,001 | $7,590+44.9% | $6,785+62.1% | $4,751+131.6% |
| Participant deferral / active EE | $1,000 | $11,622-91.4% | $10,408-90.4% | $6,710-85.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |