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 | $41,196 | $180,449-77.2% | $154,107-73.3% | $135,375-69.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -5.12% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.9pp |
| Employer contribution / active EE | $176 | $6,035-97.1% | $5,298-96.7% | $4,779-96.3% |
| Participant deferral / active EE | $2,929 | $5,806-49.6% | $5,081-42.3% | $5,609-47.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |