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 | $24,416 | $127,386-80.8% | $115,037-78.8% | $125,391-80.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -3.40% | 31.28%-34.7pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $750 | $5,166-85.5% | $4,608-83.7% | $4,866-84.6% |
| Participant deferral / active EE | $4,365 | $6,423-32.0% | $6,026-27.6% | $5,352-18.4% |
| Admin fee / account holder | $100 | $9,516-98.9% | $8,175-98.8% | $9,540-99.0% |