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 8-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 | $171,793 | $123,909+38.6% | $69,647+146.7% | $145,922+17.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 7.80% | 190.55%-182.8pp | 100.48%-92.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $29,089 | $2,682+984.8% | $1,712+1598.6% | $4,660+524.3% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $67 | $7,863-99.2% | $4,713-98.6% | $13,397-99.5% |