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 | $42,181 | $104,251-59.5% | $91,001-53.6% | $147,584-71.4% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.6%+1.3pp | 82.8%-5.9pp |
| Annual return | 8.86% | 27.06%-18.2pp | 4.60%+4.3pp | 578.55%-569.7pp |
| Employer contribution / active EE | $337 | $3,116-89.2% | $2,456-86.3% | $4,876-93.1% |
| Participant deferral / active EE | $1,397 | $4,195-66.7% | $3,547-60.6% | $5,439-74.3% |
| Admin fee / account holder | $125 | $8,948-98.6% | $5,417-97.7% | $10,885-98.8% |