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 | $48,561 | $67,606-28.2% | $82,313-41.0% | $70,131-30.8% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 12.39% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $20 | $1,755-98.9% | $2,428-99.2% | $2,342-99.2% |
| Participant deferral / active EE | $2,450 | $2,987-18.0% | $3,706-33.9% | $3,332-26.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |