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 | $106,625 | $93,346+14.2% | $71,796+48.5% | $273,961-61.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 7.39% | 130.39%-123.0pp | 78.04%-70.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $18 | $2,733-99.3% | $1,924-99.1% | $4,869-99.6% |
| Participant deferral / active EE | $4,115 | $3,475+18.4% | $2,794+47.2% | $5,287-22.2% |
| Admin fee / account holder | $3 | $6,571-100.0% | $4,815-99.9% | $10,132-100.0% |