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 | $169,363 | $197,591-14.3% | $177,821-4.8% | $158,922+6.6% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 16.62% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,396 | $6,697-79.2% | $5,918-76.4% | $4,761-70.7% |
| Participant deferral / active EE | $8,346 | $8,405-0.7% | $7,714+8.2% | $5,982+39.5% |
| Admin fee / account holder | $10 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |