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 | $35,834 | $168,632-78.8% | $147,614-75.7% | $125,391-71.4% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.33% | 77.65%-81.0pp | 61.98%-65.3pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,090 | $6,252-82.6% | $5,564-80.4% | $4,866-77.6% |
| Participant deferral / active EE | $3,944 | $5,507-28.4% | $4,895-19.4% | $5,352-26.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |