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 | $74,397 | $131,829-43.6% | $108,579-31.5% | $273,961-72.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 70342.49% | -91.57%+70434.1pp | -51.70%+70394.2pp | 41.45%+70301.0pp |
| Employer contribution / active EE | $658 | $4,912-86.6% | $3,758-82.5% | $4,869-86.5% |
| Participant deferral / active EE | $1,661 | $5,127-67.6% | $4,311-61.5% | $5,287-68.6% |
| Admin fee / account holder | $46 | $10,252-99.6% | $7,645-99.4% | $10,132-99.6% |