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 | $32,740 | $144,119-77.3% | $117,854-72.2% | $147,584-77.8% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.7%-6.0pp | 82.8%-9.1pp |
| Annual return | 15.57% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $428 | $4,896-91.3% | $3,786-88.7% | $4,876-91.2% |
| Participant deferral / active EE | $3,312 | $5,316-37.7% | $4,482-26.1% | $5,439-39.1% |
| Admin fee / account holder | $9 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |