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 | $62,716 | $160,055-60.8% | $140,016-55.2% | $135,375-53.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 11.62% | 911.38%-899.8pp | 651.12%-639.5pp | 519.73%-508.1pp |
| Employer contribution / active EE | $630 | $6,420-90.2% | $5,606-88.8% | $4,779-86.8% |
| Participant deferral / active EE | $3,780 | $7,642-50.5% | $6,927-45.4% | $5,609-32.6% |
| Admin fee / account holder | $31 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |