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 | $106,350 | $86,286+23.3% | $111,297-4.4% | $85,850+23.9% |
| Participation rate | 76.7% | 73.3%+3.3pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 18.12% | 19.99%-1.9pp | 54.65%-36.5pp | 318.53%-300.4pp |
| Employer contribution / active EE | $497 | $2,043-75.7% | $2,731-81.8% | $2,565-80.6% |
| Participant deferral / active EE | $3,313 | $3,641-9.0% | $4,487-26.2% | $3,952-16.2% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |