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 9-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 | $20,206 | $189,613-89.3% | $167,512-87.9% | $142,382-85.8% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 12.78% | 2024.68%-2011.9pp | 1615.79%-1603.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,293 | $6,981-52.8% | $6,405-48.6% | $6,507-49.4% |
| Admin fee / account holder | $214 | $10,528-98.0% | $9,769-97.8% | $12,624-98.3% |