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 | $50,820 | $135,635-62.5% | $110,238-53.9% | $135,375-62.5% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | -4.51% | 513.19%-517.7pp | 314.74%-319.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $624 | $4,906-87.3% | $3,826-83.7% | $4,779-86.9% |
| Participant deferral / active EE | $5,383 | $5,506-2.2% | $4,672+15.2% | $5,609-4.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |