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 | $151,746 | $157,256-3.5% | $141,162+7.5% | $152,861-0.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 17.97% | 64.32%-46.3pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,490 | $7,109-65.0% | $6,709-62.9% | $5,850-57.4% |
| Admin fee / account holder | $168 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |