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 | $69,131 | $67,331+2.7% | $60,874+13.6% | $134,475-48.6% |
| Participation rate | 86.7% | 76.2%+10.5pp | 73.1%+13.6pp | 81.2%+5.4pp |
| Annual return | -17.17% | 49.93%-67.1pp | 16.90%-34.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,912 | $4,538+30.3% | $3,817+54.9% | $6,400-7.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |