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 | $27,380 | $72,277-62.1% | $101,248-73.0% | $79,858-65.7% |
| Participation rate | 72.2% | 68.5%+3.8pp | 75.8%-3.6pp | 69.6%+2.6pp |
| Annual return | 19.81% | 22.30%-2.5pp | 46.47%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $439 | $2,692-83.7% | $3,660-88.0% | $2,471-82.2% |
| Participant deferral / active EE | $2,370 | $3,282-27.8% | $4,370-45.8% | $3,740-36.6% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |