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 | $219,749 | $167,307+31.3% | $143,757+52.9% | $134,475+63.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -11.89% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,119 | $5,619-80.1% | $4,951-77.4% | $4,740-76.4% |
| Participant deferral / active EE | $5,786 | $6,446-10.2% | $5,637+2.6% | $6,400-9.6% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |