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 | $49,569 | $124,319-60.1% | $111,297-55.5% | $167,490-70.4% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.78% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $531 | $3,435-84.6% | $2,731-80.6% | $4,837-89.0% |
| Participant deferral / active EE | $3,216 | $5,180-37.9% | $4,487-28.3% | $6,341-49.3% |
| Admin fee / account holder | $102 | $10,618-99.0% | $7,964-98.7% | $12,309-99.2% |