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 | $179,989 | $217,402-17.2% | $185,823-3.1% | $167,490+7.5% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 14.79% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $364 | $5,873-93.8% | $5,167-93.0% | $4,837-92.5% |
| Participant deferral / active EE | $2,817 | $6,356-55.7% | $5,568-49.4% | $6,341-55.6% |
| Admin fee / account holder | $17 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |