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 | $108,223 | $176,377-38.6% | $134,143-19.3% | $158,922-31.9% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 22.79% | 63.63%-40.8pp | 36.33%-13.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,137 | $4,091+74.4% | $3,499+104.0% | $5,982+19.3% |
| Admin fee / account holder | $5 | $8,718-99.9% | $6,684-99.9% | $11,246-100.0% |