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 | $49,658 | $93,024-46.6% | $77,024-35.5% | $134,475-63.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.72% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,181 | $3,418-65.5% | $2,812-58.0% | $4,740-75.1% |
| Participant deferral / active EE | $911 | $5,238-82.6% | $4,426-79.4% | $6,400-85.8% |
| Admin fee / account holder | $277 | $6,944-96.0% | $5,425-94.9% | $11,426-97.6% |