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 | $42,643 | $72,277-41.0% | $101,248-57.9% | $79,858-46.6% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 21.16% | 22.30%-1.1pp | 46.47%-25.3pp | 31.71%-10.6pp |
| Employer contribution / active EE | $137 | $2,692-94.9% | $3,660-96.3% | $2,471-94.5% |
| Participant deferral / active EE | $3,378 | $3,282+2.9% | $4,370-22.7% | $3,740-9.7% |
| Admin fee / account holder | $73 | $4,400-98.3% | $5,945-98.8% | $5,306-98.6% |