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 | $159,920 | $185,822-13.9% | $169,993-5.9% | $139,434+14.7% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 26.04% | 60.50%-34.5pp | 53.37%-27.3pp | 372.94%-346.9pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,996 | $11,622+3.2% | $10,408+15.3% | $6,710+78.8% |
| Admin fee / account holder | $211 | $15,381-98.6% | $12,815-98.4% | $11,403-98.2% |