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 | $51,027 | $84,233-39.4% | $170,442-70.1% | $70,131-27.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.18% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,082 | $3,086-0.1% | $4,939-37.6% | $3,332-7.5% |
| Admin fee / account holder | $39 | $5,698-99.3% | $13,880-99.7% | $4,645-99.2% |