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 | $10,213 | $100,852-89.9% | $90,404-88.7% | $158,922-93.6% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 19.87% | 1724.20%-1704.3pp | 1293.02%-1273.1pp | 302.83%-283.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,179 | $4,348-49.9% | $3,963-45.0% | $5,982-63.6% |
| Admin fee / account holder | $74 | $6,501-98.9% | $5,611-98.7% | $11,246-99.3% |