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 | $86,809 | $108,912-20.3% | $100,383-13.5% | $145,959-40.5% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 12.40% | 57.96%-45.6pp | 49.26%-36.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,374 | $8,451-24.6% | $8,086-21.2% | $6,689-4.7% |
| Admin fee / account holder | $215 | $9,690-97.8% | $7,900-97.3% | $13,398-98.4% |