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 | $119,227 | $171,865-30.6% | $149,718-20.4% | $147,584-19.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 18.15% | 2113.22%-2095.1pp | 1501.63%-1483.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | -$44 | $6,275-100.7% | $5,445-100.8% | $4,876-100.9% |
| Participant deferral / active EE | $14,957 | $7,271+105.7% | $6,569+127.7% | $5,439+175.0% |
| Admin fee / account holder | $22 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |