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 | $63,712 | $110,257-42.2% | $96,544-34.0% | $139,434-54.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.17% | 26.32%-14.1pp | 25.84%-13.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $464 | $3,620-87.2% | $2,965-84.4% | $4,751-90.2% |
| Participant deferral / active EE | $5,165 | $5,548-6.9% | $4,851+6.5% | $6,710-23.0% |
| Admin fee / account holder | $116 | $11,591-99.0% | $8,252-98.6% | $11,403-99.0% |