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 | $43,226 | $183,519-76.4% | $155,509-72.2% | $145,922-70.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.74% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $264 | $5,313-95.0% | $4,672-94.4% | $4,660-94.3% |
| Participant deferral / active EE | $2,405 | $6,462-62.8% | $5,626-57.3% | $6,688-64.0% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |