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 10-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 | $56,622 | $138,065-59.0% | $123,544-54.2% | $135,375-58.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.28% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,137 | $5,151-58.5% | $4,628-53.8% | $4,779-55.3% |
| Participant deferral / active EE | $2,165 | $6,799-68.2% | $6,426-66.3% | $5,609-61.4% |
| Admin fee / account holder | $189 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |