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 | $53,834 | $97,757-44.9% | $83,848-35.8% | $135,375-60.2% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | 10.99% | 1287.37%-1276.4pp | 850.88%-839.9pp | 519.73%-508.7pp |
| Employer contribution / active EE | $640 | $4,222-84.8% | $3,631-82.4% | $4,779-86.6% |
| Participant deferral / active EE | $3,307 | $4,682-29.4% | $4,082-19.0% | $5,609-41.0% |
| Admin fee / account holder | $209 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |