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 | $69,916 | $160,055-56.3% | $140,016-50.1% | $135,375-48.4% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -7.24% | 911.38%-918.6pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,031 | $6,420-83.9% | $5,606-81.6% | $4,779-78.4% |
| Participant deferral / active EE | $4,258 | $7,642-44.3% | $6,927-38.5% | $5,609-24.1% |
| Admin fee / account holder | $272 | $13,328-98.0% | $10,705-97.5% | $10,827-97.5% |