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 5-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 | $67,654 | $147,727-54.2% | $115,756-41.6% | $134,475-49.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.1%-2.1pp | 81.2%-6.2pp |
| Annual return | 31.47% | 73.96%-42.5pp | 143.14%-111.7pp | 417.96%-386.5pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,741 | $7,563+55.2% | $6,254+87.7% | $6,400+83.5% |
| Admin fee / account holder | $27 | $14,571-99.8% | $8,124-99.7% | $11,426-99.8% |