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 | $44,292 | $84,402-47.5% | $61,373-27.8% | $134,475-67.1% |
| Participation rate | 95.5% | 62.2%+33.3pp | 52.6%+42.9pp | 81.2%+14.2pp |
| Annual return | 1.90% | 584.55%-582.6pp | 338.61%-336.7pp | 417.96%-416.1pp |
| Employer contribution / active EE | $15 | $1,544-99.0% | $1,159-98.7% | $4,740-99.7% |
| Participant deferral / active EE | $231 | $2,819-91.8% | $2,125-89.1% | $6,400-96.4% |
| Admin fee / account holder | $181 | $2,585-93.0% | $2,130-91.5% | $11,426-98.4% |