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 | $59,102 | $180,449-67.2% | $154,107-61.6% | $135,375-56.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.66% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $630 | $6,035-89.6% | $5,298-88.1% | $4,779-86.8% |
| Participant deferral / active EE | $6,674 | $5,806+14.9% | $5,081+31.4% | $5,609+19.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |