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 | $80,816 | $99,079-18.4% | $77,999+3.6% | $273,961-70.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.18% | 217.93%-209.7pp | 425.96%-417.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,545 | $4,306+98.4% | $3,497+144.4% | $5,287+61.6% |
| Admin fee / account holder | $3 | $8,954-100.0% | $5,480-99.9% | $10,132-100.0% |