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 10-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 | $132,403 | $152,509-13.2% | $117,472+12.7% | $134,475-1.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.51% | 52.99%-61.5pp | 29.74%-38.2pp | 417.96%-426.5pp |
| Employer contribution / active EE | $3,250 | $5,571-41.7% | $4,176-22.2% | $4,740-31.4% |
| Participant deferral / active EE | $250 | $4,818-94.8% | $4,070-93.9% | $6,400-96.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |