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 | $63,784 | $183,519-65.2% | $155,509-59.0% | $145,922-56.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.41% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $545 | $5,313-89.7% | $4,672-88.3% | $4,660-88.3% |
| Participant deferral / active EE | $2,352 | $6,462-63.6% | $5,626-58.2% | $6,688-64.8% |
| Admin fee / account holder | $78 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |