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 | $44,898 | $65,365-31.3% | $92,893-51.7% | $72,985-38.5% |
| Participation rate | 83.1% | 68.3%+14.8pp | 76.0%+7.1pp | 69.5%+13.6pp |
| Annual return | 17.51% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $271 | $2,594-89.6% | $3,653-92.6% | $2,440-88.9% |
| Participant deferral / active EE | $2,900 | $3,128-7.3% | $4,236-31.5% | $3,607-19.6% |
| Admin fee / account holder | $57 | $4,251-98.7% | $5,794-99.0% | $5,124-98.9% |