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 | $131,455 | $172,111-23.6% | $150,298-12.5% | $137,256-4.2% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 17.43% | 69.37%-51.9pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $667 | $4,636-85.6% | $4,154-83.9% | $4,156-83.9% |
| Participant deferral / active EE | $5,670 | $6,166-8.0% | $5,453+4.0% | $6,407-11.5% |
| Admin fee / account holder | $200 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |