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 | $188,521 | $165,984+13.6% | $164,813+14.4% | $145,922+29.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 13.88% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $664 | $5,273-87.4% | $4,341-84.7% | $4,660-85.8% |
| Participant deferral / active EE | $6,171 | $6,959-11.3% | $6,031+2.3% | $6,688-7.7% |
| Admin fee / account holder | $73 | $16,648-99.6% | $12,690-99.4% | $13,397-99.5% |