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 | $20,917 | $142,344-85.3% | $119,609-82.5% | $134,475-84.4% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -17.67% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,567 | $5,222-31.7% | $4,232-15.7% | $4,740-24.7% |
| Participant deferral / active EE | $1,672 | $6,469-74.2% | $5,602-70.2% | $6,400-73.9% |
| Admin fee / account holder | $112 | $13,584-99.2% | $10,323-98.9% | $11,426-99.0% |