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 | $113,338 | $93,571+21.1% | $135,903-16.6% | $75,163+50.8% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 24.59% | 30.90%-6.3pp | 68.23%-43.6pp | 160.62%-136.0pp |
| Employer contribution / active EE | $703 | $3,537-80.1% | $4,856-85.5% | $2,670-73.7% |
| Participant deferral / active EE | $5,995 | $6,404-6.4% | $7,758-22.7% | $4,125+45.3% |
| Admin fee / account holder | $28 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |