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 | $124,330 | $102,317+21.5% | $146,958-15.4% | $80,856+53.8% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 21.50% | 134.76%-113.3pp | 418.34%-396.8pp | 35.59%-14.1pp |
| Employer contribution / active EE | $681 | $3,713-81.7% | $4,933-86.2% | $2,755-75.3% |
| Participant deferral / active EE | $5,596 | $6,644-15.8% | $8,070-30.7% | $4,296+30.3% |
| Admin fee / account holder | $20 | $7,941-99.7% | $12,998-99.8% | $6,918-99.7% |