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 | $78,618 | $83,826-6.2% | - | $147,584-46.7% |
| Participation rate | 76.2% | 69.4%+6.8pp | - | 82.8%-6.6pp |
| Annual return | 17.01% | 26.57%-9.6pp | - | 578.55%-561.5pp |
| Employer contribution / active EE | $0 | $3,042-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $3,138 | $3,987-21.3% | - | $5,439-42.3% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,885-100.0% |