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 | $80,094 | $138,044-42.0% | $125,339-36.1% | $134,475-40.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -14.72% | 750.33%-765.0pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $202 | $5,243-96.1% | $4,814-95.8% | $4,740-95.7% |
| Participant deferral / active EE | $3,159 | $7,799-59.5% | $7,446-57.6% | $6,400-50.6% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |