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 | $41,118 | $106,515-61.4% | $96,683-57.5% | $139,434-70.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 17.15% | 38.43%-21.3pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $286 | $4,103-93.0% | $3,737-92.3% | $4,751-94.0% |
| Participant deferral / active EE | $3,485 | $5,454-36.1% | $4,878-28.6% | $6,710-48.1% |
| Admin fee / account holder | $107 | $7,877-98.6% | $6,730-98.4% | $11,403-99.1% |