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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,631 | $99,032+17.8% | $80,019+45.8% | $135,375-13.8% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -8.38% | 15.39%-23.8pp | 11.22%-19.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,167 | $4,282-26.0% | $3,686-14.1% | $5,609-43.5% |
| Admin fee / account holder | $13 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |