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 | $74,442 | $183,963-59.5% | $162,163-54.1% | $152,861-51.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 19.66% | 150.76%-131.1pp | 115.59%-95.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $678 | $6,371-89.4% | $5,614-87.9% | $4,762-85.8% |
| Participant deferral / active EE | $4,277 | $8,034-46.8% | $7,298-41.4% | $5,850-26.9% |
| Admin fee / account holder | $37 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |