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 | $65,801 | $105,860-37.8% | $90,749-27.5% | $134,475-51.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -19.10% | -11.01%-8.1pp | -12.16%-6.9pp | 417.96%-437.1pp |
| Employer contribution / active EE | $10,560 | $3,462+205.0% | $2,921+261.5% | $4,740+122.8% |
| Participant deferral / active EE | $1,383 | $5,216-73.5% | $4,564-69.7% | $6,400-78.4% |
| Admin fee / account holder | $184 | $13,938-98.7% | $8,445-97.8% | $11,426-98.4% |