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 | $176,609 | $153,772+14.9% | $133,980+31.8% | $273,961-35.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 7.88% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,024 | $6,029-83.0% | $5,211-80.4% | $4,869-79.0% |
| Participant deferral / active EE | $5,226 | $6,958-24.9% | $6,282-16.8% | $5,287-1.2% |
| Admin fee / account holder | $70 | $11,765-99.4% | $9,324-99.3% | $10,132-99.3% |