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 3-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 | $43,710 | $102,604-57.4% | $86,188-49.3% | $139,434-68.7% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.0%+12.0pp | 80.3%+0.6pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,667 | $3,032-45.0% | $2,380-30.0% | $4,751-64.9% |
| Participant deferral / active EE | $899 | $4,676-80.8% | $3,985-77.4% | $6,710-86.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |