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 | $58,848 | $150,440-60.9% | $136,294-56.8% | $147,584-60.1% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 22.09% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $543 | $5,256-89.7% | $4,695-88.4% | $4,876-88.9% |
| Participant deferral / active EE | $6,945 | $6,630+4.7% | $6,247+11.2% | $5,439+27.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |