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 | $132,722 | $136,179-2.5% | $98,755+34.4% | $167,490-20.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 66.43% | 67.53%-1.1pp | 49.91%+16.5pp | 478.56%-412.1pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,668 | $3,716+25.6% | $3,035+53.8% | $6,341-26.4% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,309-100.0% |