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 | $9,977 | $92,703-89.2% | $82,719-87.9% | $134,475-92.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -18.47% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $957 | $3,274-70.8% | $3,009-68.2% | $4,740-79.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $69 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |