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 | $50,489 | $157,256-67.9% | $141,162-64.2% | $152,861-67.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 22.87% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $910 | $5,261-82.7% | $4,735-80.8% | $4,762-80.9% |
| Participant deferral / active EE | $8,015 | $7,109+12.7% | $6,709+19.5% | $5,850+37.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |