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 | $61,977 | $107,334-42.3% | $92,893-33.3% | $152,861-59.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 15.75% | 145.58%-129.8pp | 109.41%-93.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $495 | $4,221-88.3% | $3,653-86.4% | $4,762-89.6% |
| Participant deferral / active EE | $2,917 | $4,845-39.8% | $4,236-31.1% | $5,850-50.1% |
| Admin fee / account holder | $32 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |