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 | $116,861 | $117,841-0.8% | $102,423+14.1% | $145,922-19.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 12.54% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $373 | $3,615-89.7% | $3,023-87.7% | $4,660-92.0% |
| Participant deferral / active EE | $1,982 | $5,731-65.4% | $5,053-60.8% | $6,688-70.4% |
| Admin fee / account holder | $24 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |