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 | $51,124 | $167,307-69.4% | $143,757-64.4% | $134,475-62.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.60% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,725 | $5,619-69.3% | $4,951-65.2% | $4,740-63.6% |
| Participant deferral / active EE | $1,724 | $6,446-73.2% | $5,637-69.4% | $6,400-73.1% |
| Admin fee / account holder | $121 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |