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 | $207,759 | $181,894+14.2% | $156,549+32.7% | $273,961-24.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 12.12% | 30.74%-18.6pp | 32.23%-20.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,163 | $6,248-81.4% | $5,501-78.9% | $4,869-76.1% |
| Participant deferral / active EE | $9,419 | $5,550+69.7% | $4,871+93.4% | $5,287+78.1% |
| Admin fee / account holder | $50 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |