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 | $41,604 | $197,825-79.0% | $155,790-73.3% | $125,391-66.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 76.1%+14.8pp | 83.2%+7.7pp |
| Annual return | -2.24% | 86.74%-89.0pp | 71.54%-73.8pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,537 | $5,630+33.9% | $4,797+57.1% | $5,352+40.8% |
| Admin fee / account holder | $27 | $9,545-99.7% | $7,478-99.6% | $9,540-99.7% |