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 | $26,573 | $99,652-73.3% | $78,778-66.3% | $147,584-82.0% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 12.86% | 47.28%-34.4pp | 35.62%-22.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $214 | $2,796-92.4% | $1,986-89.2% | $4,876-95.6% |
| Participant deferral / active EE | $1,371 | $3,664-62.6% | $2,958-53.7% | $5,439-74.8% |
| Admin fee / account holder | $78 | $7,155-98.9% | $5,134-98.5% | $10,885-99.3% |