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 | $56,982 | $173,345-67.1% | $136,007-58.1% | $145,922-61.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.33% | 1163.32%-1141.0pp | 579.32%-557.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $10,220 | $5,278+93.6% | $4,217+142.4% | $4,660+119.3% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,025-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |