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 10-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 | $38,288 | $138,065-72.3% | $123,544-69.0% | $135,375-71.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.19% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $13,355 | $5,151+159.2% | $4,628+188.6% | $4,779+179.5% |
| Participant deferral / active EE | $2,195 | $6,799-67.7% | $6,426-65.8% | $5,609-60.9% |
| Admin fee / account holder | $205 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |