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 10-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 | $163,249 | $93,571+74.5% | $135,903+20.1% | $75,163+117.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.97% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $12,871 | $3,537+263.9% | $4,856+165.0% | $2,670+382.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $293 | $6,975-95.8% | $10,762-97.3% | $5,651-94.8% |