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 | $61,530 | $89,355-31.1% | $141,162-56.4% | $72,985-15.7% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 47.90% | 111.85%-63.9pp | 71.39%-23.5pp | 81.00%-33.1pp |
| Employer contribution / active EE | $126 | $3,114-95.9% | $4,735-97.3% | $2,440-94.8% |
| Participant deferral / active EE | $12,641 | $5,418+133.3% | $6,709+88.4% | $3,607+250.4% |
| Admin fee / account holder | $48 | $5,958-99.2% | $10,261-99.5% | $5,124-99.1% |