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 | $55,876 | $97,757-42.8% | $83,848-33.4% | $135,375-58.7% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -6.98% | 1287.37%-1294.3pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $27,142 | $4,222+542.9% | $3,631+647.5% | $4,779+468.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $277 | $6,674-95.9% | $5,478-95.0% | $10,827-97.4% |