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 8-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 | $21,334 | $190,805-88.8% | $159,960-86.7% | $134,475-84.1% |
| Participation rate | 70.6% | 81.9%-11.3pp | 78.0%-7.4pp | 81.2%-10.6pp |
| Annual return | -15.88% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $8,644 | $4,995+73.0% | $4,226+104.5% | $4,740+82.4% |
| Participant deferral / active EE | $441 | $6,923-93.6% | $6,182-92.9% | $6,400-93.1% |
| Admin fee / account holder | $180 | $10,471-98.3% | $8,698-97.9% | $11,426-98.4% |