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 8-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 | $34,616 | $115,770-70.1% | $101,248-65.8% | $158,922-78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.27% | 56.14%-23.9pp | 46.47%-14.2pp | 302.83%-270.6pp |
| Employer contribution / active EE | $16,262 | $4,175+289.5% | $3,660+344.4% | $4,761+241.5% |
| Participant deferral / active EE | $56 | $4,957-98.9% | $4,370-98.7% | $5,982-99.1% |
| Admin fee / account holder | $16 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |