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 | $48,764 | $181,894-73.2% | $156,549-68.9% | $273,961-82.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 16.55% | 30.74%-14.2pp | 32.23%-15.7pp | 41.45%-24.9pp |
| Employer contribution / active EE | $1,118 | $6,248-82.1% | $5,501-79.7% | $4,869-77.0% |
| Participant deferral / active EE | $5,862 | $5,550+5.6% | $4,871+20.3% | $5,287+10.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |