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 | $36,790 | $106,543-65.5% | $91,220-59.7% | $134,475-72.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -3.90% | 160.60%-164.5pp | 114.01%-117.9pp | 417.96%-421.9pp |
| Employer contribution / active EE | $8,308 | $3,331+149.4% | $2,850+191.5% | $4,740+75.3% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $275 | $6,231-95.6% | $5,420-94.9% | $11,426-97.6% |