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 | $47,452 | $228,332-79.2% | $185,823-74.5% | $158,922-70.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 17.66% | 40.80%-23.1pp | 35.95%-18.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $512 | $4,967-89.7% | $4,087-87.5% | $4,761-89.2% |
| Participant deferral / active EE | $1,521 | $6,415-76.3% | $5,632-73.0% | $5,982-74.6% |
| Admin fee / account holder | $122 | $11,864-99.0% | $9,500-98.7% | $11,246-98.9% |