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 6-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 | $66,252 | $129,942-49.0% | $104,294-36.5% | $134,475-50.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.98% | 42.03%-52.0pp | 24.61%-34.6pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,273 | $4,184-69.6% | $3,372-62.2% | $4,740-73.1% |
| Participant deferral / active EE | $1,107 | $5,588-80.2% | $4,625-76.1% | $6,400-82.7% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |