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 | $41,451 | $198,466-79.1% | $170,442-75.7% | $147,584-71.9% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 9.56% | 257.29%-247.7pp | 205.93%-196.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $446 | $6,184-92.8% | $5,433-91.8% | $4,876-90.9% |
| Participant deferral / active EE | $2,227 | $5,629-60.4% | $4,939-54.9% | $5,439-59.1% |
| Admin fee / account holder | $187 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |