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 | $120,570 | $105,998+13.7% | $92,233+30.7% | $147,584-18.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 10.91% | 50.05%-39.1pp | 176.28%-165.4pp | 578.55%-567.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,398 | $4,478+20.5% | $3,897+38.5% | $5,439-0.7% |
| Admin fee / account holder | $75 | $6,332-98.8% | $5,194-98.6% | $10,885-99.3% |