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 5-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 | $91,788 | $152,509-39.8% | $117,472-21.9% | $134,475-31.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -4.64% | 52.99%-57.6pp | 29.74%-34.4pp | 417.96%-422.6pp |
| Employer contribution / active EE | $35,475 | $5,571+536.8% | $4,176+749.5% | $4,740+648.5% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $168 | $7,004-97.6% | $5,645-97.0% | $11,426-98.5% |