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 | $78,117 | $171,865-54.5% | $149,718-47.8% | $147,584-47.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 13.82% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $900 | $6,275-85.7% | $5,445-83.5% | $4,876-81.5% |
| Participant deferral / active EE | $7,549 | $7,271+3.8% | $6,569+14.9% | $5,439+38.8% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-100.0% | $10,885-99.9% |