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 | $36,532 | $202,318-81.9% | $172,739-78.9% | $152,861-76.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 27.56% | 1029.65%-1002.1pp | 802.84%-775.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,171 | $5,856-80.0% | $5,143-77.2% | $4,762-75.4% |
| Participant deferral / active EE | $3,367 | $5,948-43.4% | $5,198-35.2% | $5,850-42.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |