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 | $18,112 | $49,227-63.2% | $70,449-74.3% | $79,858-77.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.96% | 30.06%-23.1pp | 109.03%-102.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $341 | $2,099-83.7% | $2,737-87.5% | $2,471-86.2% |
| Participant deferral / active EE | $1,785 | $2,768-35.5% | $3,709-51.9% | $3,740-52.3% |
| Admin fee / account holder | $63 | $2,878-97.8% | $3,845-98.4% | $5,306-98.8% |