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 | $128,412 | $144,119-10.9% | $117,854+9.0% | $147,584-13.0% |
| Participation rate | 91.3% | 83.4%+7.9pp | 79.7%+11.6pp | 82.8%+8.5pp |
| Annual return | 14.46% | 531.15%-516.7pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $623 | $4,896-87.3% | $3,786-83.5% | $4,876-87.2% |
| Participant deferral / active EE | $1,977 | $5,316-62.8% | $4,482-55.9% | $5,439-63.6% |
| Admin fee / account holder | $137 | $10,886-98.7% | $8,020-98.3% | $10,885-98.7% |