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 | $43,573 | $189,613-77.0% | $167,512-74.0% | $142,382-69.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 17.61% | 2024.68%-2007.1pp | 1615.79%-1598.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $395 | $4,349-90.9% | $3,882-89.8% | $4,299-90.8% |
| Participant deferral / active EE | $3,738 | $6,981-46.5% | $6,405-41.6% | $6,507-42.6% |
| Admin fee / account holder | $194 | $10,528-98.2% | $9,769-98.0% | $12,624-98.5% |