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 | $11,040 | $109,327-89.9% | $89,391-87.7% | $158,922-93.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 19.62% | 345.68%-326.1pp | 245.62%-226.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,431 | $4,598-68.9% | $3,890-63.2% | $5,982-76.1% |
| Admin fee / account holder | $117 | $6,153-98.1% | $4,881-97.6% | $11,246-99.0% |