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 | $78,463 | $96,635-18.8% | $86,612-9.4% | $139,434-43.7% |
| Participation rate | 77.3% | 74.4%+2.9pp | 71.7%+5.6pp | 80.3%-3.0pp |
| Annual return | 13.60% | 106.41%-92.8pp | 591.07%-577.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,364 | $4,836+31.6% | $4,438+43.4% | $6,710-5.2% |
| Admin fee / account holder | $103 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |