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 | $68,679 | $95,803-28.3% | $113,168-39.3% | $84,808-19.0% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 17.63% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $652 | $2,360-72.4% | $2,975-78.1% | $2,631-75.2% |
| Participant deferral / active EE | $6,212 | $4,242+46.4% | $5,107+21.6% | $4,212+47.5% |
| Admin fee / account holder | $291 | $8,989-96.8% | $12,068-97.6% | $7,344-96.0% |