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 | $105,671 | $160,055-34.0% | $140,016-24.5% | $135,375-21.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.33% | 911.38%-919.7pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,275 | $6,420-80.1% | $5,606-77.3% | $4,779-73.3% |
| Participant deferral / active EE | $9,826 | $7,642+28.6% | $6,927+41.8% | $5,609+75.2% |
| Admin fee / account holder | $112 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |