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 | $38,315 | $93,024-58.8% | $77,024-50.3% | $134,475-71.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -21.13% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.1pp |
| Employer contribution / active EE | $418 | $3,418-87.8% | $2,812-85.2% | $4,740-91.2% |
| Participant deferral / active EE | $525 | $5,238-90.0% | $4,426-88.1% | $6,400-91.8% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |