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 | $47,737 | $99,877-52.2% | $84,966-43.8% | $145,922-67.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 821.20% | 83.76%+737.4pp | 66.38%+754.8pp | 561.29%+259.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $120 | $5,291-97.7% | $4,519-97.3% | $6,688-98.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |