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 | $127,861 | $190,805-33.0% | $159,960-20.1% | $134,475-4.9% |
| Participation rate | 72.7% | 81.9%-9.2pp | 78.0%-5.2pp | 81.2%-8.5pp |
| Annual return | -4.94% | 552.23%-557.2pp | 408.60%-413.5pp | 417.96%-422.9pp |
| Employer contribution / active EE | $4,741 | $4,995-5.1% | $4,226+12.2% | $4,7400% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |