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 | $22,386 | $183,519-87.8% | $155,509-85.6% | $145,922-84.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 19.06% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $710 | $5,313-86.6% | $4,672-84.8% | $4,660-84.8% |
| Participant deferral / active EE | $1,975 | $6,462-69.4% | $5,626-64.9% | $6,688-70.5% |
| Admin fee / account holder | $63 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |