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 | $20,007 | $138,044-85.5% | $125,339-84.0% | $134,475-85.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.41% | 750.33%-763.7pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $5,537 | $5,243+5.6% | $4,814+15.0% | $4,740+16.8% |
| Participant deferral / active EE | $1,753 | $7,799-77.5% | $7,446-76.5% | $6,400-72.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |