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 9-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 | $54,815 | $78,705-30.4% | $117,854-53.5% | $70,131-21.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.04% | 23.30%-8.3pp | 335.08%-320.0pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,923 | $2,223+76.4% | $3,786+3.6% | $2,342+67.5% |
| Participant deferral / active EE | $589 | $3,297-82.1% | $4,482-86.9% | $3,332-82.3% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |