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 | $76,177 | $63,346+20.3% | $92,233-17.4% | $70,131+8.6% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 15.28% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $303 | $2,471-87.7% | $3,679-91.8% | $2,342-87.0% |
| Participant deferral / active EE | $3,768 | $2,854+32.0% | $3,897-3.3% | $3,332+13.1% |
| Admin fee / account holder | $130 | $3,840-96.6% | $5,194-97.5% | $4,645-97.2% |