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 | $22,055 | $167,307-86.8% | $143,757-84.7% | $134,475-83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.09% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,481 | $5,619-20.3% | $4,951-9.5% | $4,740-5.5% |
| Participant deferral / active EE | $1,873 | $6,446-70.9% | $5,637-66.8% | $6,400-70.7% |
| Admin fee / account holder | $248 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |