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 | $128,430 | $150,440-14.6% | $136,294-5.8% | $147,584-13.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.85% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $477 | $5,256-90.9% | $4,695-89.8% | $4,876-90.2% |
| Participant deferral / active EE | $7,175 | $6,630+8.2% | $6,247+14.9% | $5,439+31.9% |
| Admin fee / account holder | $87 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |