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 8-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 | $10,564 | $67,331-84.3% | $60,874-82.6% | $134,475-92.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -13.03% | 49.93%-63.0pp | 16.90%-29.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,045 | $3,096-1.7% | $2,701+12.7% | $4,740-35.8% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $130 | $4,582-97.2% | $3,224-96.0% | $11,426-98.9% |