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 | $72,360 | $115,770-37.5% | $101,248-28.5% | $158,922-54.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 22.42% | 56.14%-33.7pp | 46.47%-24.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $311 | $4,175-92.5% | $3,660-91.5% | $4,761-93.5% |
| Participant deferral / active EE | $4,609 | $4,957-7.0% | $4,370+5.5% | $5,982-22.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |