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 | $74,561 | $65,365+14.1% | $92,893-19.7% | $72,985+2.2% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.3pp |
| Annual return | 25.17% | 42.10%-16.9pp | 109.41%-84.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $505 | $2,594-80.5% | $3,653-86.2% | $2,440-79.3% |
| Participant deferral / active EE | $6,937 | $3,128+121.7% | $4,236+63.8% | $3,607+92.3% |
| Admin fee / account holder | $248 | $4,251-94.2% | $5,794-95.7% | $5,124-95.2% |