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 | $100,457 | $127,386-21.1% | $115,037-12.7% | $125,391-19.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.00% | 31.28%-32.3pp | 26.14%-27.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $560 | $5,166-89.2% | $4,608-87.8% | $4,866-88.5% |
| Participant deferral / active EE | $9,260 | $6,423+44.2% | $6,026+53.7% | $5,352+73.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |