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 | $42,563 | $202,318-79.0% | $172,739-75.4% | $152,861-72.2% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 22.51% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $456 | $5,856-92.2% | $5,143-91.1% | $4,762-90.4% |
| Participant deferral / active EE | $4,555 | $5,948-23.4% | $5,198-12.4% | $5,850-22.1% |
| Admin fee / account holder | $7 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |