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 | $29,723 | $167,307-82.2% | $143,757-79.3% | $134,475-77.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.31% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,812 | $5,619+3.4% | $4,951+17.4% | $4,740+22.6% |
| Participant deferral / active EE | $2,011 | $6,446-68.8% | $5,637-64.3% | $6,400-68.6% |
| Admin fee / account holder | $65 | $18,088-99.6% | $14,673-99.6% | $11,426-99.4% |