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 | $20,045 | $177,572-88.7% | $154,803-87.1% | $142,382-85.9% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.1%+2.9pp | 80.1%+0.8pp |
| Annual return | 16.43% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $169 | $4,810-96.5% | $4,305-96.1% | $4,299-96.1% |
| Participant deferral / active EE | $1,765 | $6,272-71.9% | $5,540-68.2% | $6,507-72.9% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |