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 | $86,488 | $171,865-49.7% | $149,718-42.2% | $147,584-41.4% |
| Participation rate | 91.3% | 88.2%+3.1pp | 87.1%+4.2pp | 82.8%+8.5pp |
| Annual return | 15.39% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $488 | $6,275-92.2% | $5,445-91.0% | $4,876-90.0% |
| Participant deferral / active EE | $6,166 | $7,271-15.2% | $6,569-6.1% | $5,439+13.4% |
| Admin fee / account holder | $71 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |