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 | $64,986 | $72,277-10.1% | $101,248-35.8% | $79,858-18.6% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 18.38% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $403 | $2,692-85.0% | $3,660-89.0% | $2,471-83.7% |
| Participant deferral / active EE | $1,894 | $3,282-42.3% | $4,370-56.7% | $3,740-49.4% |
| Admin fee / account holder | $70 | $4,400-98.4% | $5,945-98.8% | $5,306-98.7% |