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 3-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 | $43,834 | $156,846-72.1% | $121,098-63.8% | $139,434-68.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.42% | 1474.56%-1458.1pp | 985.75%-969.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,227 | $5,536-41.7% | $4,164-22.5% | $4,751-32.1% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $99 | $6,946-98.6% | $5,644-98.2% | $11,403-99.1% |