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 | $152,946 | $126,574+20.8% | $106,213+44.0% | $145,922+4.8% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.44% | 224.79%-214.3pp | 116.14%-105.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $563 | $3,730-84.9% | $3,171-82.3% | $4,660-87.9% |
| Participant deferral / active EE | $2,271 | $5,724-60.3% | $5,016-54.7% | $6,688-66.0% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |