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 | $93,434 | $197,591-52.7% | $177,821-47.5% | $158,922-41.2% |
| Participation rate | 86.4% | 88.5%-2.2pp | 87.7%-1.4pp | 82.0%+4.4pp |
| Annual return | 12.16% | 58.76%-46.6pp | 48.32%-36.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $131 | $6,697-98.0% | $5,918-97.8% | $4,761-97.2% |
| Participant deferral / active EE | $4,520 | $8,405-46.2% | $7,714-41.4% | $5,982-24.4% |
| Admin fee / account holder | $237 | $15,399-98.5% | $12,427-98.1% | $11,246-97.9% |