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 | $84,118 | $150,440-44.1% | $136,294-38.3% | $147,584-43.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.26% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $699 | $5,256-86.7% | $4,695-85.1% | $4,876-85.7% |
| Participant deferral / active EE | $2,554 | $6,630-61.5% | $6,247-59.1% | $5,439-53.0% |
| Admin fee / account holder | $121 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |