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 | $25,501 | $133,958-81.0% | $112,228-77.3% | $134,475-81.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.99% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $5,701 | $4,038+41.2% | $3,635+56.9% | $4,740+20.3% |
| Participant deferral / active EE | $1,389 | $5,291-73.8% | $4,728-70.6% | $6,400-78.3% |
| Admin fee / account holder | $26 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |