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 | $18,818 | $99,341-81.1% | $84,750-77.8% | $273,961-93.1% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.69% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $142 | $4,214-96.6% | $3,574-96.0% | $4,869-97.1% |
| Participant deferral / active EE | $6,982 | $4,269+63.5% | $3,712+88.1% | $5,287+32.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |