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 | $50,551 | $77,634-34.9% | $156,549-67.7% | $62,891-19.6% |
| Participation rate | 80.4% | 71.2%+9.2pp | 84.0%-3.7pp | 69.3%+11.1pp |
| Annual return | 9.07% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,098 | $3,045-31.1% | $4,871-56.9% | $3,203-34.5% |
| Admin fee / account holder | $36 | $5,561-99.4% | $13,027-99.7% | $4,296-99.2% |