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 | $22,340 | $157,256-85.8% | $141,162-84.2% | $152,861-85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.55% | 64.32%-39.8pp | 71.39%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,524 | $7,109-36.4% | $6,709-32.6% | $5,850-22.7% |
| Admin fee / account holder | $256 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |