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 | $43,328 | $185,200-76.6% | $142,863-69.7% | $167,490-74.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.88% | 8555.70%-8543.8pp | 5637.54%-5625.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,500 | $4,494-66.6% | $3,837-60.9% | $6,341-76.3% |
| Admin fee / account holder | $10 | $8,031-99.9% | $6,560-99.9% | $12,309-99.9% |