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 | $157,089 | $153,311+2.5% | $109,313+43.7% | $273,961-42.7% |
| Participation rate | 81.3% | 80.1%+1.2pp | 71.3%+10.0pp | 83.0%-1.8pp |
| Annual return | 9.77% | 29.86%-20.1pp | 22.07%-12.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,041 | $3,932+155.4% | $3,166+217.1% | $5,287+89.9% |
| Admin fee / account holder | $25 | $8,076-99.7% | $5,666-99.6% | $10,132-99.8% |