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 5-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 | $28,069 | $180,749-84.5% | $160,784-82.5% | $137,256-79.5% |
| Participation rate | 70.6% | 80.0%-9.4pp | 77.0%-6.4pp | 80.0%-9.4pp |
| Annual return | 22.38% | 2234.46%-2212.1pp | 1803.92%-1781.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,489 | $6,844+9.4% | $6,293+19.0% | $6,407+16.9% |
| Admin fee / account holder | $103 | $10,397-99.0% | $9,717-98.9% | $12,270-99.2% |