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 | $27,995 | $99,640-71.9% | $86,436-67.6% | $134,475-79.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.37% | 6782.58%-6798.9pp | 4394.89%-4411.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,656 | $4,400-62.4% | $3,769-56.0% | $4,740-65.1% |
| Participant deferral / active EE | $1,882 | $7,246-74.0% | $6,952-72.9% | $6,400-70.6% |
| Admin fee / account holder | $155 | $8,371-98.1% | $6,731-97.7% | $11,426-98.6% |