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 3-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 | $24,982 | $172,478-85.5% | $145,661-82.8% | $142,382-82.5% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 21.67% | 151.09%-129.4pp | 101.46%-79.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,538 | $8,348-45.6% | $7,198-37.0% | $6,507-30.3% |
| Admin fee / account holder | $150 | $16,864-99.1% | $12,466-98.8% | $12,624-98.8% |