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 | $6,322 | $101,618-93.8% | $93,063-93.2% | $137,256-95.4% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 75.87% | 223.95%-148.1pp | 34.15%+41.7pp | 220.34%-144.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,198 | $4,279-48.6% | $3,958-44.5% | $6,407-65.7% |
| Admin fee / account holder | $273 | $6,198-95.6% | $6,033-95.5% | $12,270-97.8% |