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 | $42,338 | $99,079-57.3% | $77,999-45.7% | $273,961-84.5% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 7.09% | 217.93%-210.8pp | 425.96%-418.9pp | 41.45%-34.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,012 | $4,306-53.3% | $3,497-42.5% | $5,287-61.9% |
| Admin fee / account holder | $83 | $8,954-99.1% | $5,480-98.5% | $10,132-99.2% |