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 | $48,929 | $135,952-64.0% | $123,892-60.5% | $273,961-82.1% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 18.40% | 56.63%-38.2pp | 47.52%-29.1pp | 41.45%-23.1pp |
| Employer contribution / active EE | $598 | $5,170-88.4% | $4,617-87.1% | $4,869-87.7% |
| Participant deferral / active EE | $2,656 | $6,343-58.1% | $5,984-55.6% | $5,287-49.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |