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 | $103,776 | $149,734-30.7% | $118,925-12.7% | $158,922-34.7% |
| Participation rate | 84.6% | 82.1%+2.5pp | 75.4%+9.2pp | 82.0%+2.7pp |
| Annual return | 11.87% | 19.95%-8.1pp | 35.88%-24.0pp | 302.83%-291.0pp |
| Employer contribution / active EE | $603 | $4,115-85.3% | $3,263-81.5% | $4,761-87.3% |
| Participant deferral / active EE | $2,771 | $5,223-47.0% | $4,265-35.0% | $5,982-53.7% |
| Admin fee / account holder | $5 | $8,603-99.9% | $6,581-99.9% | $11,246-100.0% |