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 | $87,663 | $150,440-41.7% | $136,294-35.7% | $147,584-40.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 15.09% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $95 | $5,256-98.2% | $4,695-98.0% | $4,876-98.1% |
| Participant deferral / active EE | $3,047 | $6,630-54.1% | $6,247-51.2% | $5,439-44.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |