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 | $37,602 | $115,770-67.5% | $101,248-62.9% | $158,922-76.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 15.37% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $481 | $4,175-88.5% | $3,660-86.9% | $4,761-89.9% |
| Participant deferral / active EE | $1,922 | $4,957-61.2% | $4,370-56.0% | $5,982-67.9% |
| Admin fee / account holder | $100 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |