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 10-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 | $109,343 | $138,065-20.8% | $123,544-11.5% | $135,375-19.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.09% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $6,351 | $5,151+23.3% | $4,628+37.2% | $4,779+32.9% |
| Participant deferral / active EE | $1,865 | $6,799-72.6% | $6,426-71.0% | $5,609-66.7% |
| Admin fee / account holder | $7 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |