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 | $152,832 | $105,998+44.2% | $92,233+65.7% | $147,584+3.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 20.89% | 50.05%-29.2pp | 176.28%-155.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $593 | $4,333-86.3% | $3,679-83.9% | $4,876-87.8% |
| Participant deferral / active EE | $4,010 | $4,478-10.5% | $3,897+2.9% | $5,439-26.3% |
| Admin fee / account holder | $133 | $6,332-97.9% | $5,194-97.4% | $10,885-98.8% |