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 | $51,214 | $63,346-19.2% | $92,233-44.5% | $70,131-27.0% |
| Participation rate | 72.9% | 68.7%+4.2pp | 76.5%-3.6pp | 69.5%+3.4pp |
| Annual return | 14.62% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $172 | $2,471-93.1% | $3,679-95.3% | $2,342-92.7% |
| Participant deferral / active EE | $1,758 | $2,854-38.4% | $3,897-54.9% | $3,332-47.2% |
| Admin fee / account holder | $65 | $3,840-98.3% | $5,194-98.7% | $4,645-98.6% |