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 | $58,045 | $180,449-67.8% | $154,107-62.3% | $135,375-57.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -8.47% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $470 | $6,035-92.2% | $5,298-91.1% | $4,779-90.2% |
| Participant deferral / active EE | $3,157 | $5,806-45.6% | $5,081-37.9% | $5,609-43.7% |
| Admin fee / account holder | $256 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |