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 | $17,698 | $88,751-80.1% | $81,812-78.4% | $145,922-87.9% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.3%+8.9pp | 80.3%+1.0pp |
| Annual return | 12.03% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $306 | $3,083-90.1% | $2,912-89.5% | $4,660-93.4% |
| Participant deferral / active EE | $1,304 | $4,643-71.9% | $4,319-69.8% | $6,688-80.5% |
| Admin fee / account holder | $19 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |