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 | $60,980 | $99,640-38.8% | $86,436-29.5% | $134,475-54.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.60% | 6782.58%-6792.2pp | 4394.89%-4404.5pp | 417.96%-427.6pp |
| Employer contribution / active EE | $3,975 | $4,400-9.7% | $3,769+5.5% | $4,740-16.1% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $216 | $8,371-97.4% | $6,731-96.8% | $11,426-98.1% |