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 6-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 | $223,079 | $155,788+43.2% | $124,672+78.9% | $167,490+33.2% |
| Participation rate | 92.3% | 81.1%+11.2pp | 74.6%+17.7pp | 82.1%+10.2pp |
| Annual return | 156.57% | 17.97%+138.6pp | 5142.93%-4986.4pp | 478.56%-322.0pp |
| Employer contribution / active EE | $11,311 | $4,163+171.7% | $3,324+240.3% | $4,837+133.8% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $268 | $9,531-97.2% | $7,493-96.4% | $12,309-97.8% |