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 | $31,738 | $135,635-76.6% | $110,238-71.2% | $135,375-76.6% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | -8.19% | 513.19%-521.4pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,291 | $4,906-73.7% | $3,826-66.3% | $4,779-73.0% |
| Participant deferral / active EE | $1,357 | $5,506-75.4% | $4,672-71.0% | $5,609-75.8% |
| Admin fee / account holder | $7 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |