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 | $48,599 | $62,672-22.5% | $185,117-73.7% | $70,131-30.7% |
| Participation rate | 75.0% | 63.8%+11.2pp | 77.3%-2.3pp | 69.5%+5.5pp |
| Annual return | 15.16% | 40.79%-25.6pp | 40.50%-25.3pp | 73.14%-58.0pp |
| Employer contribution / active EE | $176 | $1,753-89.9% | $4,182-95.8% | $2,342-92.5% |
| Participant deferral / active EE | $1,247 | $3,272-61.9% | $5,045-75.3% | $3,332-62.6% |
| Admin fee / account holder | $74 | $3,932-98.1% | $8,159-99.1% | $4,645-98.4% |