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 6-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 | $34,920 | $202,432-82.7% | $169,368-79.4% | $139,434-75.0% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.36% | 531.74%-519.4pp | 405.60%-393.2pp | 372.94%-360.6pp |
| Employer contribution / active EE | $6 | $4,692-99.9% | $4,013-99.8% | $4,751-99.9% |
| Participant deferral / active EE | $4,362 | $6,938-37.1% | $6,221-29.9% | $6,710-35.0% |
| Admin fee / account holder | $100 | $10,708-99.1% | $9,003-98.9% | $11,403-99.1% |