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 | $116,858 | $138,065-15.4% | $123,544-5.4% | $135,375-13.7% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 39.08% | 153.68%-114.6pp | 119.20%-80.1pp | 519.73%-480.6pp |
| Employer contribution / active EE | $714 | $5,151-86.1% | $4,628-84.6% | $4,779-85.1% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $62 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |