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 4-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 | $226,758 | $159,602+42.1% | $150,045+51.1% | $142,382+59.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.81% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $20,000 | $4,961+303.2% | $4,693+326.2% | $4,299+365.2% |
| Participant deferral / active EE | $2,211 | $8,310-73.4% | $7,997-72.4% | $6,507-66.0% |
| Admin fee / account holder | $84 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |