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 | $46,493 | $111,754-58.4% | $103,333-55.0% | $145,922-68.1% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 15.51% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $347 | $4,212-91.8% | $3,868-91.0% | $4,660-92.5% |
| Participant deferral / active EE | $3,524 | $5,619-37.3% | $5,057-30.3% | $6,688-47.3% |
| Admin fee / account holder | $203 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |