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 | $60,013 | $157,256-61.8% | $141,162-57.5% | $152,861-60.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 24.01% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $920 | $5,261-82.5% | $4,735-80.6% | $4,762-80.7% |
| Participant deferral / active EE | $2,734 | $7,109-61.5% | $6,709-59.2% | $5,850-53.3% |
| Admin fee / account holder | $95 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |