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 | $47,676 | $198,466-76.0% | $170,442-72.0% | $147,584-67.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.91% | 257.29%-235.4pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,123 | $6,184-81.8% | $5,433-79.3% | $4,876-77.0% |
| Participant deferral / active EE | $3,442 | $5,629-38.9% | $4,939-30.3% | $5,439-36.7% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |