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 | $75,277 | $98,240-23.4% | $82,313-8.5% | $147,584-49.0% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 11.76% | 30.85%-19.1pp | 25.88%-14.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $518 | $3,192-83.8% | $2,428-78.7% | $4,876-89.4% |
| Participant deferral / active EE | $2,401 | $4,383-45.2% | $3,706-35.2% | $5,439-55.9% |
| Admin fee / account holder | $14 | $8,563-99.8% | $5,608-99.7% | $10,885-99.9% |