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 | $36,915 | $183,963-79.9% | $162,163-77.2% | $152,861-75.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,115 | $6,371-66.8% | $5,614-62.3% | $4,762-55.6% |
| Participant deferral / active EE | $2,608 | $8,034-67.5% | $7,298-64.3% | $5,850-55.4% |
| Admin fee / account holder | $270 | $13,121-97.9% | $10,843-97.5% | $11,596-97.7% |