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 | $21,550 | $138,044-84.4% | $125,339-82.8% | $134,475-84.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.55% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,526 | $5,243-70.9% | $4,814-68.3% | $4,740-67.8% |
| Participant deferral / active EE | $1,965 | $7,799-74.8% | $7,446-73.6% | $6,400-69.3% |
| Admin fee / account holder | $168 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |