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 4-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 | $76,793 | $138,044-44.4% | $125,339-38.7% | $134,475-42.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -3.04% | 750.33%-753.4pp | 572.05%-575.1pp | 417.96%-421.0pp |
| Employer contribution / active EE | $1,693 | $5,243-67.7% | $4,814-64.8% | $4,740-64.3% |
| Participant deferral / active EE | $300 | $7,799-96.2% | $7,446-96.0% | $6,400-95.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |