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 6-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 | $37,690 | $115,770-67.4% | $101,248-62.8% | $158,922-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.79% | 56.14%-44.4pp | 46.47%-34.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $7,381 | $4,175+76.8% | $3,660+101.7% | $4,761+55.0% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $267 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |