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 | $72,668 | $144,119-49.6% | $117,854-38.3% | $147,584-50.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 16.24% | 531.15%-514.9pp | 335.08%-318.8pp | 578.55%-562.3pp |
| Employer contribution / active EE | $629 | $4,896-87.1% | $3,786-83.4% | $4,876-87.1% |
| Participant deferral / active EE | $2,305 | $5,316-56.6% | $4,482-48.6% | $5,439-57.6% |
| Admin fee / account holder | $243 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |