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 | $36,189 | $157,256-77.0% | $141,162-74.4% | $152,861-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.04% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $671 | $5,261-87.2% | $4,735-85.8% | $4,762-85.9% |
| Participant deferral / active EE | $5,486 | $7,109-22.8% | $6,709-18.2% | $5,850-6.2% |
| Admin fee / account holder | $115 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |