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 | $22,320 | $175,202-87.3% | $149,673-85.1% | $139,434-84.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.89% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $305 | $5,474-94.4% | $4,818-93.7% | $4,751-93.6% |
| Participant deferral / active EE | $3,351 | $6,519-48.6% | $5,680-41.0% | $6,710-50.1% |
| Admin fee / account holder | $98 | $16,150-99.4% | $13,210-99.3% | $11,403-99.1% |