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 7-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 | $39,380 | $129,942-69.7% | $104,294-62.2% | $134,475-70.7% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -14.27% | 42.03%-56.3pp | 24.61%-38.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,389 | $4,184-66.8% | $3,372-58.8% | $4,740-70.7% |
| Participant deferral / active EE | $1,301 | $5,588-76.7% | $4,625-71.9% | $6,400-79.7% |
| Admin fee / account holder | $145 | $9,323-98.4% | $7,339-98.0% | $11,426-98.7% |