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 | $49,584 | $76,552-35.2% | $123,892-60.0% | $62,891-21.2% |
| Participation rate | 77.4% | 73.0%+4.4pp | 81.4%-4.0pp | 69.3%+8.1pp |
| Annual return | 9.35% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $9 | $2,883-99.7% | $4,617-99.8% | $2,281-99.6% |
| Participant deferral / active EE | $9,604 | $4,840+98.4% | $5,984+60.5% | $3,203+199.9% |
| Admin fee / account holder | $12 | $4,826-99.7% | $8,357-99.9% | $4,296-99.7% |