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 | $24,855 | $95,971-74.1% | $74,550-66.7% | $135,375-81.6% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -1.74% | 56.96%-58.7pp | 32.53%-34.3pp | 519.73%-521.5pp |
| Employer contribution / active EE | $11,260 | $2,716+314.6% | $1,961+474.2% | $4,779+135.6% |
| Participant deferral / active EE | $150 | $3,843-96.1% | $3,108-95.2% | $5,609-97.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |