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 | $60,205 | $167,483-64.1% | $115,752-48.0% | $147,584-59.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 82.8%-7.8pp |
| Annual return | 21.23% | 12.11%+9.1pp | 19.41%+1.8pp | 578.55%-557.3pp |
| Employer contribution / active EE | $496 | $4,960-90.0% | $3,492-85.8% | $4,876-89.8% |
| Participant deferral / active EE | $5,125 | $7,037-27.2% | $5,204-1.5% | $5,439-5.8% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |