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 | $146,953 | $157,256-6.6% | $141,162+4.1% | $152,861-3.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.24% | 64.32%-43.1pp | 71.39%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $247 | $5,261-95.3% | $4,735-94.8% | $4,762-94.8% |
| Participant deferral / active EE | $11,765 | $7,109+65.5% | $6,709+75.4% | $5,850+101.1% |
| Admin fee / account holder | $205 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |